Client Account Services Coordinator

6 days ago


Sydney, New South Wales, Australia Ambition Group Full time

Ambition Group is seeking an experienced Financial Services Associate to join our Client Account Services team. The successful candidate will be responsible for managing custody account openings and coordinating market documentation for new and incremental business.

About the Role
  • The CAS Associate collaborates with internal teams, clients, and the sub-custodian network to capture client requirements and report key metrics to senior management.

Key Responsibilities:

  1. Coordinate account setups and updates in internal systems.
  2. Manage client cash account openings and custody account setups.
  3. Communicate updates to account opening processes and resolve queries.
  4. Support global and local projects and maintain Standard Operating Procedures.

Requirements and Qualifications:

  • Strong communication and problem-solving skills.
  • Experience in global custody, with knowledge of account structures and international documentation.
  • Proficiency in Excel and Word.


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