Financial Services Specialist

2 days ago

Chatswood, Australia beBeeExpert Full time $60,000
Unlock Your Potential as a Financial Services Expert

Are you ready to embark on a challenging and rewarding career in the fast-paced world of financial services? We are seeking a detail-oriented and proactive individual to join our team as an Onboarding and Maintenance Associate.

This role offers a unique opportunity to gain invaluable experience, develop your skills, and lay the foundation for a thriving career in the industry. As a key member of our team, you will be responsible for reviewing and processing non-standard account applications, ensuring rigorous compliance with regulatory requirements, accurately updating client information across our trading systems, collaborating with internal teams to streamline client onboarding, and playing a critical part in maintaining the integrity of our client management process.

To be successful in this role, you will need exceptional attention to detail, strong ability to work both independently and as part of a team, excellent verbal and written communication skills, experience with large-scale workflow systems, a proactive approach to professional development, and eligibility to work in Australia permanently.

  • Key Responsibilities:
  • Carefully review and process non-standard account applications
  • Ensure rigorous compliance with KYC and AML regulatory requirements
  • Accurately update client information across our trading systems
  • Collaborate with internal teams to streamline client onboarding
  • Play a critical part in maintaining the integrity of our client management process

Why You'll Thrive Here

We believe that great things happen when smart people work together. Our dynamic and collaborative environment is the perfect place for individuals who thrive in fast-paced environments, enjoy continuous learning, and value teamwork.

About Us

Our mission is to empower millions of people to have the best trading experience out there. We're a global leader in CFD trading and share investing, with a reputation for delivering exceptional client service and award-winning technology.

What We Offer:

  • Comprehensive training and professional development opportunities
  • A competitive salary and benefits package
  • The chance to work with a talented and diverse team
  • Access to cutting-edge technology and tools
  • Opportunities for growth and advancement within the company

How to Apply

If you're a motivated and detail-oriented individual with a passion for financial services, we'd love to hear from you. Please submit your application, including your up-to-date CV, and we'll consider you for this role and any other suitable opportunities across the business.

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