Opportunities

Wealth Management – Client Onboarding and Operations

Written by Anton Murray Consulting Consulting on .

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Location: Melbourne

Salary description: Circa $60-80k base

  • $50-100k AUD Equivalent
  • Contract or Temporary
  • 1 to 3 years of experience

Our client is a leading wealth management firm seeking a Operations Analyst for a long dated contract.

The team responsible for supporting client onboarding, deceased estates processing, CHESS Sponsorship and intermediary/external planner functions for the Australia Wealth Management business. The role will be part of a team who support both local and overseas teams relating to the onboarding and ongoing maintenance of client accounts and data integrity. The candidate should have sound trade life-cycle knowledge, and experience in a similar role within the wealth management sector.

Responsibilities:

  • Identifying process improvements
  • Maintaining a culture of high performance and excellent service for both internal and external clients
  • Client onboarding and account maintenance
  • Contribute to additional administration projects as requested by management
  • Provide exceptional client service support to internal and external clients alike
  • Liaise with various departments across the wealth management business
  • Deceased Estates processing
  • Chess Sponsorship
  • Intermediary & External Planner administration

Key Competencies and skills:

  • Desirable tertiary qualification in Finance, Commerce.
  • Minimum 2 years’ financial markets experience.
  • Understanding of regulatory rules and how they apply to the business
  • Previous experience within similar Wealth Management role would be highly regarded.
  • Experience in the production of procedure writing documents, spreadsheets
  • Understanding of the various legislation and regulations within the financial services industry (AML, FATCA and CRS requirements)

The ideal candidate will have 2+ years of experience in financial markets, ideally with direct experience in wealth management client onboarding in Australia 

Contact us in Melbourne

LEVEL 30, 35 COLLINS STREET
MELBOURNE VIC 3000

Phone:+61 3 9900 6333

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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