Wealth Management – Client Services & Onboarding Associate – Contract

Written by Anton Murray Consulting Consulting on .

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Location: Sydney

Salary description:  $35-50 per hour + super ,

  • $50-100k AUD Equivalent
  • Contract or Temporary
  • 3 to 7 years of experience

A leading global wealth manager is seeking an experienced Client Services and Onboarding candidate for 6 months initially with the view to extend to 12 months. The primary function is to become a key person in client onboarding, who understands the commercial impact of the account SLAs and KYC requirements on different account structures, as well as managing key operational tasks for the update and maintenance of WM Australia accounts.

The successful candidate will ideally have a background in Client Services and Onboarding and KYC for private wealth management clients. A minimum of 3-5 years’ experience in financial services is required for this role. 

Key responsibilities:

  • Become the Subject Matter Expert of the account opening process and operational functions of the platform
  • Proactively escalate issues to Management, Risk, Compliance, AML, Front Office staff in a timely manner to minimise potential liabilities to the business
  • Answer queries on all aspects of the PWM platform and processes, provide guidance to advisers and support staff on complex platform matters
  • Proactively seek opportunities to improve PWM processes, drive initiatives for improving efficiency and reducing risk
  • Involvement in ad-hoc projects and initiatives as requested by management
  • Participate and facilitate cross training as required
  • Review and approve client account documentation

Key Competencies/ Skills required:

  • At least 3-5 years’ experience in the Australian and global equities markets, ideally with a client service and KYC onboarding operations background
  • Knowledge of Australian and International securities (FSA) regulations and compliance requirements

You will be hired at an Associate level with an hourly pay rate of around  $35-50 per hour + super , 6 month role with a possibility of extension to 12 months.

Contact Us in Sydney


Phone:+61 2 8246 8900

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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