Current jobs related to Financial Services Onboarding Specialist - Melbourne, Victoria - MYOB


  • Melbourne, Victoria, Australia Myob Full time

    This is a Financial Services Onboarding Specialist role with one of the leading companies in Australia, Myob, with an amazing team. They are continuing to grow rapidly. This is the chance to be part of a dynamic team that is shaping the future of financial services.About the TeamThis team is responsible for ensuring the smooth onboarding of merchants onto...


  • Melbourne, Victoria, Australia MYOB Full time

    About the RoleWe're seeking a skilled Financial Services Onboarding Specialist to join our team at MYOB. As a key member of our Financial Services Onboarding team, you'll play a critical role in upholding first-level defense against potential fraud and financial loss by vetting and checking all incoming applications. Your attention to detail and analytical...


  • Melbourne, Victoria, Australia MYOB Full time

    About the RoleWe're seeking a skilled Financial Services Onboarding Specialist to join our team at MYOB. As a key member of our Financial Services Onboarding team, you'll play a critical role in upholding first-level defense against potential fraud and financial loss by vetting and checking all incoming applications. You'll configure and provision the...


  • Melbourne, Victoria, Australia MYOB Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Services Onboarding Specialist to join our team at MYOB. As a key member of our Financial Services Onboarding team, you will play a critical role in upholding first-level defence against potential fraud and financial loss by vetting and checking all incoming applications.Key...


  • Melbourne, Victoria, Australia Myob Full time

    This is a Financial Services Onboarding Specialist role with one of the leading companies in AU right now, Myob, with an amazing team. They are continuing to grow rapidly. This is the chance to join right as the company takes off.More About the Role at Myob**About the Team** This is a team that needs no introduction because customers drive our world....


  • Melbourne, Victoria, Australia MYOB Full time

    About the RoleWe are seeking a highly skilled Financial Services Onboarding Specialist to join our team at MYOB. As a key member of our Financial Services Onboarding team, you will play a critical role in upholding first-level defence against potential fraud and financial loss by vetting and checking all incoming applications.Key Responsibilities:Evaluate...


  • Melbourne, Victoria, Australia MYOB Full time

    About MYOBAs a leading business management platform in Australia and New Zealand, MYOB empowers businesses to start, survive, and succeed.We are seeking an experienced Financial Services Onboarding Specialist to join our team. Your key responsibilities will include:Evaluating merchant applications efficiently and accurately within established policies,...


  • Melbourne, Victoria, Australia MYOB Full time

    We're always on the lookout for talented individuals to join our Financial Services Onboarding team at MYOB. As a key member of this team, you'll play a crucial role in upholding first-level defense against potential fraud and financial loss by vetting and checking all incoming applications. Your attention to detail and analytical skills will be essential in...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Job Title: Client Onboarding SpecialistWe are seeking an experienced Client Onboarding Specialist to join our team at Anton Murray Consulting. As a key member of our team, you will be responsible for ensuring that Know Your Client (KYC) account opening documentation complies with our global standards and any additional local regulatory requirements.Key...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Job Title: Client Onboarding SpecialistJob Summary:We are seeking an experienced Client Onboarding Specialist to join our team at Anton Murray Consulting. The ideal candidate will have a strong understanding of Private Banking & Wealth Management Onboarding and a proven track record of working in a Compliance / AML function or onboarding experience at a...


  • Melbourne, Victoria, Australia Xplor Full time

    About the RoleXplor is seeking an experienced Onboarding Specialist to join our team in Melbourne. As an Onboarding Specialist, you will play a critical role in ensuring a seamless onboarding experience for our customers, helping them to get the most out of our platform.Key ResponsibilitiesManage the post-sales process for customers, utilizing strong product...


  • Melbourne, Victoria, Australia MYOB Full time

    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. At MYOB, we help our customers unleash their full potential, giving them the tools to Start, Survive and Succeed: all in the one place. We're looking for a talented individual to join our Financial Services Onboarding team...

  • Onboarding Specialist

    2 months ago


    Melbourne, Victoria, Australia Xplor Full time

    About the OpportunityWe are seeking a highly skilled Onboarding Specialist to join our Xplor Education Vertical in Melbourne. As an Onboarding Specialist, you will play a critical role in ensuring a seamless onboarding experience for our customers, helping them to get the most out of our platform.Key ResponsibilitiesManage the post-sales process for...

  • Onboarding Specialist

    2 months ago


    Melbourne, Victoria, Australia Xplor Full time

    About the OpportunityXplor is seeking a highly skilled Onboarding Specialist to join our Xplor Education Vertical in Melbourne. As an Onboarding Specialist, you will play a critical role in ensuring a seamless customer experience by guiding new customers through the implementation and adoption of our full product suite.Key ResponsibilitiesManage the...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Job Description:We are seeking an experienced Senior Client Onboarding Specialist to join our team at Anton Murray Consulting in Melbourne.About the Role:This is a key position within our Wealth Management practice, where you will play a critical role in ensuring seamless onboarding experiences for clients. As a Senior Client Onboarding Specialist, you will...

  • Onboarding Specialist

    1 month ago


    Melbourne, Victoria, Australia Xplor Full time

    About the OpportunityXplor is seeking an experienced Onboarding Specialist to join our team in Melbourne. As an Onboarding Specialist, you will play a critical role in ensuring a seamless onboarding experience for our customers, helping them to get the most out of our platform.Key ResponsibilitiesManage the post-sales process for customers, utilizing strong...

  • Onboarding Specialist

    4 weeks ago


    Melbourne, Victoria, Australia Xplor Full time

    About the OpportunityWe are seeking a highly skilled Onboarding Specialist to join our Xplor Education Vertical in Melbourne. As an Onboarding Specialist, you will play a critical role in ensuring a seamless onboarding experience for our customers, helping them to get the most out of our platform.Key Responsibilities:Manage the post-sales process for...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Job SummaryAnton Murray Consulting is seeking a highly experienced Financial Services Specialist to join their team in Melbourne.Key ResponsibilitiesReview and approve client account documentation, ensuring compliance with current Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements.Process new account documentation, providing exceptional...


  • Melbourne, Victoria, Australia MYOB Full time

    About the OpportunityAs a key member of our Financial Services Onboarding team, you will play a crucial role in upholding first-level defence against potential fraud and financial loss by vetting and checking all incoming applications.You will be responsible for efficiently and accurately assessing and making decisions on merchant applications within...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    About the RoleWe are seeking a highly skilled Financial Transaction Specialist to join our team at Insignia Financial. As a key member of our team, you will be responsible for facilitating financial transactions in a client-centric role.Key Responsibilities:Prepare and ensure accurate net asset value calculation and daily unit prices in line with internal...

Financial Services Onboarding Specialist

2 months ago


Melbourne, Victoria, Australia MYOB Full time
About the Role

We are seeking a highly skilled and experienced Financial Services Onboarding Specialist to join our team at MYOB. As a key member of our Financial Services Onboarding team, you will play a critical role in upholding first-level defence against potential fraud and financial loss by vetting and checking all incoming applications.

Key Responsibilities:

  • Evaluate and assess merchant applications within established MYOB policies, procedures, and risk appetite.
  • Configure and provision facilities to ensure clients are up and running as soon as possible.
  • Prepare risk review documentation highlighting areas of risk with a recommendation and raise this to management.
  • Keep detailed and accurate records of client data and applications within MYOB CRM and associated systems.

Requirements:

  • Experience in financial, payment, or related risk assessment environments.
  • Effective communication skills with excellent written and verbal communication skills.
  • Experience in delivering results and meeting the expectations of external business partners and clients.
  • Exceptional analytical skills.
  • Microsoft Office Suite (Excel, Word, and Outlook) skills.

What We Offer:

  • A dynamic and collaborative work environment.
  • Opportunities for professional growth and development.
  • A comprehensive benefits package, including flexible work arrangements, financial assistance, and access to best-in-class discounts and vouchers.

Why MYOB?

At MYOB, we value diversity and inclusion. We believe that the right hire is someone who makes an addition to our culture, rather than someone who fits in and conforms to our status quo. If you're excited about this role and about MYOB, we'd love to hear from you.