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Wealth Management – Operations/Client Services – Graduate opportunity

Written by Anton Murray Consulting Consulting on .

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Location: Melbourne

Salary description: $28-32 per hour base

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

Our client is a well-renowned global wealth management firm with a sizeable presence in Melbourne.

They are seeking a sharp, well-spoken recent graduates ideally with a minimum of one year’s experience within financial services operations or client services, to join their operations division on an initial 12-month contract with the view to go permanent at 12 months.

Recent graduates seeking a career within the private wealth / stockbroking industry. Any prior experience in equity operations, client services or operations will be held highly

  • The team in operations is responsible for supporting client onboarding, asset transfer processing, CHESS Sponsorship
  • Managing asset transfer function to facilitate transfer of domestic and international equities
  • Support and monitor both local and overseas teams relating to the asset transfer, client onboarding and ongoing maintenance of client accounts and data integrity.
  • Ensuring all daily processes and SLAs are met within applicable timeframes
  • Monitoring report to unlock HIN as per regulatory requirements.
  • Managing escalations by front office and work with offshore team to resolve them.
  • Quality check for account opened and static data change by offshore team.
  • Work with compliance and risk for any exceptions.

Our client is seeking sharp recent graduates seeking a career within the private wealth / stockbroking industry. Any experience in equity operations, client services or operations will be held highly.

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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