See more Collapse

Financial Services Onboarding Specialist

1 month ago

Brisbane, Australia MYOB Full time
Hi And thanks for stopping by

We're MYOB, a business management platform designed to unleash the potential of businesses across Australia and New Zealand As the #originalstartup, our roots are in finance and accounting software, but today we are so much more. We help our Aussie and Kiwi customers unleash their full potential, giving them the tools to Start, Survive and Succeed: all in the one place.

We're always on the hunt for those who bring a different perspective, diversity of thought and the drive to make our culture even better. Take your career to a new dimension at MYOB.

About the Team

This is a team that needs no introduction because customers drive our world. Support, Success & Consulting Services represent the voice of our customers and are a highly collaborative conduit between Sales, Tech, Product, and Marketing, ensuring the needs of our SME & Enterprise customers are understood and reflected across the business.

The Opportunity

You'll join our winning Financial Services Onboarding team and uphold first level defence against potential fraud and financial loss by vetting and checking all incoming applications. Configure and provision the facility to ensure clients are up and running ASAP.

The Role

- Efficiently and accurately assess and make decisions on merchant applications within established MYOB policies, procedures and risk appetite.

- Gathering, analysing and assessing information relating to Invoice payment applications including merchant business and personal profile in order to effectively assess the merchant risk profile.

- Prepare risk review documentation highlighting areas of risk with a recommendation and raise this to management.

- Keeping detailed and accurate records of client data and applications within MYOB CRM and associated systems.

What you will bring

- Experience in financial, payment or related risk assessment environment

- Experience in AML - CTF, KYC policies and procedures

- Effective communicator, with excellent written and verbal communication skills

- Experienced in delivering results and meeting the expectations of external business partners and clients

- Exceptional analytical skills

- Microsoft Office Suite (Excel, Word and Outlook)

Our Culture & Benefits

Our values have stood the test of time. If you want to work and collaborate where opinions are valued, and your ideas can make a difference, come to a place where Your Work Matters.

See what it's like to work at MYOB and what we're all about.

Do your best work in a flexible work environment, right down to financial assistance to set up your home office...it's called Flexperience, and it's designed by you and your team

Our partnership with Smiling Mind helps support the wellbeing of our team members and customers

Drive your own learning via conferences, in-house training, LinkedIn Learning, study assistance and a strong focus on leaders creating a learning environment

A multitude of leave options including up to an additional four weeks of purchased leave, generous parental leave, domestic violence leave, transgender leave, volunteer leave, study leave, plus more

Communities built around 'Wellness', 'Belonging' and the 'Planet' where you can make a meaningful contribution

Access to best-in-class discounts and vouchers from leading retailers, and a lot more.

We are proud to be a Circle Back Initiative Employer and we commit to responding to every applicant.

MYOB are an equal opportunity employer and we champion diversity. Don't meet every single requirement of this role? Still apply

We have other current jobs related to this field that you can find below

  • Onboarding Specialist

    2 weeks ago

    Brisbane, Australia Global Payments, Inc. Full time

    Onboarding Specialist Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and...

  • Customer Onboarding Specialist

    2 weeks ago

    Brisbane, Australia Great Southern Bank Full time

    As an Onboarding Advisor you will be responsible for supporting the Customer onboarding journey, analysing and reviewing newly onboarded customers KYC (know your customer) information to ensure accurate completion in accordance with the internal and external requirements. The role is a fantastic opportunity for a detail orientated, customer focused...

  • Financial Services Onboarding Specialist

    1 week ago

    Brisbane, Queensland, Australia Axsys Full time

    Hi And thanks for stopping by We're MYOB, a business management platform designed to unleash the potential of businesses across Australia and New Zealand As the #originalstartup, our roots are in finance and accounting software, but today we are so much more.We help our Aussie and Kiwi customers unleash their full potential, giving them the tools to Start,...

  • Onboarding Advisor

    2 weeks ago

    Brisbane, Australia Great Southern Bank Full time

    Business Onboarding plays an integral part in the Financial Crime Team, focusing on high-risk onboarding at Great Southern Bank. The team focuses on high-risk onboarding activities including business profile creation, screening for politically exposed persons (PEPs) and sanctions, and other screening, such as for mule and identity takeover indicators. High...

  • New Business Onboarding Specialist

    3 weeks ago

    Brisbane, Australia Ralston Recruitment Full time

    $100,000 Plus Superannuation - Do you know the ins and outs of being a sales agent? - For more information contact Stefan du Toit on 0413 168 066 **Are you an experienced real estate specialist looking for an exciting opportunity to make a significant impact?** Look no further! We are currently seeking a talented individual to join one of Brisbane's most...

  • Client Service Specialist Financial Planning

    1 week ago

    Brisbane, Queensland, Australia The Turner Group Full time

    Our ClientOur client is a leading, well established national Financial Services organisation specializing in Financial Planning and Advisory services. They are a collaborative team that enjoy seeing the success of their clients, whilst supporting and developing their own team.The RoleThis is a developing role, that will emerge into a Financial Advisor...

  • Customer Onboarding Analyst

    2 weeks ago

    Brisbane, Australia Bank of Queensland Full time

    **About the Role** Join our dynamic team as a Customer Onboarding Analyst and play a pivotal role in enhancing our customer's experience. In this permanent full-time position based in Brisbane, you'll be instrumental in onboarding new customers by ensuring their details meet our KYC standards, thus maintaining compliance with regulatory requirements. Your...

  • Application Specialist

    1 week ago

    Brisbane, Queensland, Australia Caterpillar Financial Services Corporation Full time

    Career Area:Product Support Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you'rejoining a global team who cares not just about the work we do – but also about each other.We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities.We don'tjust talk about...

  • Customer Onboarding Analyst

    3 weeks ago

    Brisbane, Australia Bank of Queensland Full time

    **About the Role** Join our dynamic team as a Customer Onboarding Analyst and play a pivotal role in enhancing our customer's experience. In this permanent full-time position based in Brisbane, you'll be instrumental in onboarding new customers by ensuring their details meet our KYC standards, thus maintaining compliance with regulatory requirements. Your...

  • Application Specialist

    1 week ago

    Brisbane, Queensland, Australia Caterpillar Financial Services Corporation Full time

    Career Area: Product Support Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you'rejoining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We...

  • Onboarding Advisor

    2 weeks ago

    Brisbane, Australia Great Southern Bank Full time

    **About the role** Customer Support plays an integral part in the customer lifecycle from the onboarding process to resignation in Great Southern Bank. The team looks at AML/KYC onboarding activities, manual creation of customer profiles, Australia Post ID verification, business profile creation. Team also performs all maintenance on existing customer...

  • Onboarding Coordinator

    1 week ago

    Brisbane, Queensland, Australia Redpath Mining Contractors and Engineers Full time

    Onboarding Coordinator - Talent Acquisition Officed based at Eagle Farm modern office facilities, free car parking Help us to improve the employee lifecycle from the very startAbout the roleAs the Onboarding Coordinator, you will work closely with the Talent Acquisition team providing day to day support to the people team and our Projects in Australia and...

  • Customer Onboarding Analyst

    1 week ago

    Brisbane, Queensland, Australia Bank of Queensland Full time

    About the RoleJoin our dynamic team as a Customer Onboarding Analyst and play a pivotal role in enhancing our customer's experience. In this permanent full-time position based in Brisbane, you'll be instrumental in onboarding new customers by ensuring their details meet our KYC standards, thus maintaining compliance with regulatory requirements.Your day will...

  • Customer Onboarding Analyst

    1 week ago

    Brisbane, Queensland, Australia Bank of Queensland Full time

    About the RoleJoin our dynamic team as a Customer Onboarding Analyst and play a pivotal role in enhancing our customer's experience. In this permanent full-time position based in Brisbane, you'll be instrumental in onboarding new customers by ensuring their details meet our KYC standards, thus maintaining compliance with regulatory requirements.Your day will...

  • Financial Services Onboarding Specialist

    3 weeks ago

    Brisbane, Australia Axsys Full time

    Hi! And thanks for stopping by! - We’re MYOB, a business management platform designed to unleash the potential of businesses across Australia and New Zealand! As the #originalstartup, our roots are in finance and accounting software, but today we are so much more. We help our Aussie and Kiwi customers unleash their full potential, giving them the tools to...

  • Partnership Specialist Financial Services

    2 weeks ago

    Brisbane, Australia Virgin Australia Full time

    **Work type**: Max Term **Location**: Brisbane, Melbourne, Sydney **Job type**: Velocity Frequent Flyer, Customer Experience & Product **Applications close**: **Partnership Specialist Financial Services**: **Sydney (preferred) or Melbourne or Brisbane based (Hybrid with WFH flexibility)** Hello. We’re Velocity Frequent Flyer, one of Australia’s...

  • Financial Services Onboarding Specialist

    3 weeks ago

    Brisbane, Australia MYOB Full time

    Hi! And thanks for stopping by! We’re MYOB, a business management platform designed to unleash the potential of businesses across Australia and New Zealand! As the #originalstartup, our roots are in finance and accounting software, but today we are so much more. We help our Aussie and Kiwi customers unleash their full potential, giving them the tools to...

  • Partnership Specialist Financial Services

    5 days ago

    Brisbane, Australia Virgin Australia Full time

    **Work type**: Full Time**Location**: Brisbane, Melbourne, Sydney**Job type**: Velocity Frequent Flyer, Customer Experience & Product**Applications close**: **Partnership Specialist Financial Services**: Hello. We’re Velocity Frequent Flyer, one of Australia’s largest loyalty programs. With more than 11 million members (and counting!), we live and...

  • Senior Financial Accountant

    2 weeks ago

    Brisbane, Queensland, Australia BOQ Specialist Group Full time

    The Senior Technical Accountant is a senior role within the Financial Reporting and Accounting Policy team and is responsible for providing technical advice on Group accounting topics and for ensuring accurate and timely statutory reporting for the Group and its subsidiaries. You will play a key role in the design, development, and communication of the...

  • Strategic Financial

    4 days ago

    Brisbane, Australia Origin Energy Services Ltd Full time

    Optimise financial models reflecting accurate economic outlooks Support strategic investments with detailed economic analyses Brisbane based Delivering good energy starts from within It’s an exciting time to join Origin. Creating a great place to work means together we’re progressing our ambition to lead the energy transition through cleaner energy...