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Financial Services Onboarding Specialist
2 months ago
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 Team
This team is responsible for ensuring the smooth onboarding of clients and managing risk. They work closely with sales, technology, product, and marketing teams to ensure that customer needs are met and reflected across the business.
The Opportunity
You will join our winning Financial Services Onboarding team and play a key role in upholding first-level defense against potential fraud and financial loss by vetting and checking all incoming applications. You will configure and provision facilities to ensure clients are up and running as soon as possible.
The Role
- Efficiently and accurately assess and make decisions on merchant applications within established MYOB policies, procedures, and risk appetite.
- Gather, analyze, and assess information relating to MYOB Online Payment applications, including merchant business and personal profile, to effectively assess their risk profile.
- 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.
What You Will Bring
- Experience in financial, payment, or related risk assessment environments is preferred.
- Experience in AML – CTF, KYC policies and procedures is preferred.
- 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) skills are required.
Why Myob?
Myob is a leading company in Australia that is committed to providing innovative solutions for financial services. We are a dynamic team that is passionate about delivering exceptional results and meeting the needs of our customers.
How to Apply
If you are interested in this role, please submit your application through Hatch. We look forward to reviewing your application.
