Financial Services Onboarding Specialist

6 days ago


Melbourne, Victoria, Australia Anton Murray Consulting Full time

About Anton Murray Consulting

">

We are proud to be partnering with a global tier-one Wealth Management firm in Melbourne, Australia. As their Client Onboarding Associate, you will play a critical role in ensuring seamless account openings and compliance with regulatory requirements.

">

Salary & Benefits

">

This is an excellent opportunity to join a leading organization in the financial services industry. The estimated salary for this position is $350-450 per day, plus superannuation benefits.

">

Job Description

">

The ideal candidate will have wealth management / retail broking experience and a strong understanding of AML/KYC regulations, particularly in Australian and UK-FSA environments. Key responsibilities include reviewing and approving client account documentation, processing new account applications, and facilitating screening requirements.

">

Key Requirements

">
  • ">
  • Bachelor's degree or equivalent education/experience required">
  • At least 3 years' experience in the financial services industry, preferably in Compliance or Risk within a private bank or onboarding/periodic review in a top-tier bank">
  • Strong knowledge of global AML/KYC standards, including Australian and UK-FSA requirements">
  • Excellent attention to detail, risk awareness, and organizational skills">
  • Proactive nature, challenging process, and innovative solutions to improve efficiency and mitigate risk">
  • Effective verbal and written English communication skills">
    • ">

About This Role

">

This is a fantastic opportunity to work with a leading organization in the financial services industry. If you have a passion for compliance, regulatory affairs, and customer service, we encourage you to apply.

">

Language: en



  • 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 Anton Murray Consulting Full time

    Our client is a global financial services firm seeking an experienced Expert Financial Onboarding Specialist to join their Account Management Team in Melbourne.This role is open to working holiday visa-holders, as well as those with longer-term visas and residency.For working holiday visas, candidates will be considered for a 6m contract.For longer-term...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Job Description:We are seeking an experienced Client Onboarding Associate to join our Account Management Team in Melbourne.The ideal candidate will have wealth management / retail broking experience and ideally some understanding of UK FSA regulations alongside Australian regulations.This role is open to working holiday visa-holders, as well as those with...


  • 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 Anton Murray Consulting Full time

    Anton Murray Consulting is a global recruitment agency partnering with a leading Wealth Management firm to find an experienced Client Onboarding Associate for their Account Management Team in Melbourne.This role offers a competitive daily rate of $350-450 plus super, depending on prior experience in relevant positions.About the RoleWe are seeking an...


  • 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...

  • Onboarding Specialist

    3 weeks ago


    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 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 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

    Anton Murray Consulting is seeking an experienced Financial Services Compliance Specialist to join their team in Melbourne.The ideal candidate will have wealth management/retail broking/financial services experience and a deep understanding of AML/KYC requirements, including UK FSA regulations and Australian regulations.This role is open to working holiday...


  • Melbourne, Victoria, Australia MYOB Full time

    Job OverviewWe are seeking an experienced Risk Management Specialist to join our Financial Services Onboarding team at MYOB.


  • 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

    At MYOB, we're on the hunt for talented individuals to join our winning Financial Services Onboarding team. As a key player in this role, you'll uphold first-level defense against potential fraud and financial loss by vetting and checking all incoming applications.This position requires efficient and accurate assessment and decision-making on merchant...

  • KYC Specialist

    2 weeks ago


    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Role OverviewWe are seeking a highly skilled KYC Specialist to join our team at Anton Murray Consulting in Melbourne. The ideal candidate will have strong knowledge of KYC documentation and experience conducting client account onboarding or periodic review within the financial services industry.About the RoleThis is an exciting opportunity for a motivated...


  • 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 Anton Murray Consulting Full time

    MelbourneAnton Murray Consulting is seeking an experienced Client Onboarding Specialist to join a global tier-one Wealth Management firm in Melbourne.The ideal candidate will have wealth management experience, preferably with knowledge of UK FSA regulations alongside Australian regulations.This role is open to working holiday visa-holders and those with...


  • Melbourne, Victoria, Australia Kaizen Recruitment Full time

    About the CompanyKaizen Recruitment is a leading global recruitment agency that specializes in placing top talent in the financial services industry.We are currently seeking a Senior Fund Manager Onboarding Specialist to join our team, reporting directly to the Head of Client Onboarding. This is an exceptional opportunity for a highly motivated and...


  • 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...


  • Melbourne, Victoria, Australia MYOB Full time

    About the RoleWe are seeking a highly skilled Risk Management Specialist to join our Financial Services Onboarding team. In this role, you will be responsible for assessing and managing risk associated with merchant applications, ensuring compliance with MYOB's policies and procedures.Key Responsibilities:Assess and evaluate merchant applications to identify...


  • Melbourne, Victoria, Australia Liberty Financial Group Full time

    Exciting Opportunity at Liberty Financial GroupWe are seeking a highly skilled and experienced Broker Support Specialist to join our team at Liberty Financial Group. As a key member of our organization, you will play a vital role in supporting our brokers and BDMs in their sales endeavors.About the RoleThe ideal candidate will have at least 2+ years of...