Client Onboarding

About usBusiness OverviewOur Operations team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks.The team consists of several areas of specialisation including: Transaction Management & Support Investment Operations & Client Service Investment Risk & Execution Oversight Business...

My client is a large wealth management firm who offer a wide range of investment products to retail and institutional clients. They often perform above industry standards, are highly respected and they offer a supportive culture and commitment to offering internal career progression.This role is available due to an internal promotion and they are currently...

Job descriptionEightcap is an Australian online financial trading Company that specialises in foreign exchange (forex) and contract for difference (CFD) trading, offering over 250 tradable instruments to retail clients. The Company is headquartered in Melbourne, Australia and has support offices in the UK and Bulgaria.Quickly becoming a leader in its field,...

Job descriptionEightcap is an Australian online financial trading Company that specialises in foreign exchange (forex) and contract for difference (CFD) trading, offering over 250 tradable instruments to retail clients. The Company is headquartered in Melbourne, Australia and has support offices in the UK and Bulgaria.Quickly becoming a leader in its field,...

MelbourneWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced client onboarding / KYC Associate to join their Melbourne team.The ideal candidate will have wealth management / retail broking client onboarding/ KYC / AML experience and ideally some understanding of UK FSA...

Melbourne- Wealth Management- Contract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced client onboarding / KYC Associate to join their Melbourne team.Responsibilities: Review and approve client account documentation; understand and enforce current AML KYC requirements, ensuring proper due diligence to KYC rules for...

Melbourne- Asset Management- Contract or TemporaryOur client is a global wealth management business looking for a Client On-boarding Specialist to join their team in Melbourne on an initial 12-month contract.This role will work closely with the firm's key stakeholders to facilitate a smooth and efficient client on-boarding process.Key Responsibilities:...

Our client is a global regulated online Forex and CFD trading platform. With the scale of a global fintech and the agility of a start-up, they arm their clients with everything they need to take on the global markets with confidence. You will be part of a wider passionate and friendly team, and whilst things may not always go to plan, they learn quickly and...

IntroductionThe Pepperstone story started in 2010. We know what it's like to trade the world's markets. Our team describes us as a place for the curious and the driven, and we like to do things a little differently; as a transformative global fintech we're digital, nimble, connected, and united in our vision to create a better way to trade.We thrive on...

Business Fitness | Onboarding SpecialistUnleash Your Inner Accounting Champion and help revolutionise the way accounting is done: Onboarding Specialist at Business Fitness Do you crave a meaningful career that leverages your accounting expertise and passion for empowering others?_ Business Fitness, is on a mission to transform the world of accounting, seeks...

The Onboarding Product Specialist reports to the Onboarding Manager and is committed to providing complete, timely and accurate provisioning and onboarding for global client environments and components across Acoustic products. The ability to follow complex processes, assess technical information, communicate effectively with clients, and attention to detail...

Company DescriptionWho hasn't felt frustrated by the tedious process of paying for work expenses upfront and waiting to be reimbursed? Have you ever thought, "there must be a better way"?We thought so, too. At Budgetly we're providing companies a new, better way to manage their expenses process. Our products help finance teams go paperless and capture...

The opportunity:We are looking for an Onboarding Specialist responsible for managing and monitoring the customer journey experience by creating and implementing various actions, initiatives, projects, changes, within Customer Service processes to ensure high customer satisfaction. In addition, the role requires strong stakeholder skills for working closely...

The primary purpose of the Onboarding Coordinator is to ensure the successful onboarding and induction of new Service team members across Australia and New Zealand. Your role is essential in driving the best possible employee experience throughout onboarding and continuously improving an effective onboarding process. You will be able to collaborate on a...

Our vision is simple. We use technology to drive the health and well-being of patients in our markets around the world.Henry Schein One is the global leader in providing dental practice management software and marketing solutions to dentists and dental professionals. Part of the Henry Schein Group and with a presence across Europe, Australia, and New...

Come shape the future of education with us.We are Compass - smart school management in one connected platform. We believe that time spent in the classroom should be for learning and teaching.Our two co-founders John and Lucas met over a team lunch and while chowing down on their cafeteria sandwiches they bonded over their unapologetically nerdy love for...

The roleWe are looking for a hybrid Onboarding Experience Specialist responsible for making outbound calls to new sign-ups, providing support, and promoting our payment processing solutions to solve their pain points.You will be responsible for contacting customers, understanding their needs and supporting them to onboard and start using Go Cardless.The...

The roleWe are looking for a hybrid Onboarding Experience Specialist responsible for making outbound calls to new sign-ups, providing support, and promoting our payment processing solutions to solve their pain points.You will be responsible for contacting customers, understanding their needs and supporting them to onboard and start using GoCardless. The...

Permanent Opportunity Up to $70k plus super plus Benefits CBD LocationOur client is a market leader in Financial Markets, who provide a diverse range of products and services, require the services of a market orientated professional to join their Client onboarding Team.Your responsibilities will include: Accurate data entry into various systems and...

My client is a global financial services firm who have a friendly culture and an enthusiastic and motivated workforce. They always look for the potential in their staff and regularly promote top performers into more senior and technical roles.The Role Responsibility for customer interaction, KYC, documentation issuance and review and system setups....