Financial Services Onboarding Specialist
4 weeks 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 merchants onto the Myob platform. They work closely with various stakeholders to identify and mitigate potential risks, ensuring that the platform remains secure and compliant with regulatory requirements.
The Opportunity
You will join this winning team as a Financial Services Onboarding Specialist, where you will be responsible for assessing and making decisions on merchant applications within established Myob policies and procedures. You will also be responsible for gathering, analysing and assessing information relating to Myob Online Payment applications, including merchant business and personal profile, to effectively assess their risk profile.
Key Responsibilities
- Evaluate and assess merchant applications to ensure compliance with Myob policies and procedures.
- Conduct thorough risk assessments on merchant applications to identify potential risks and mitigate them.
- Collaborate with various stakeholders to ensure seamless onboarding of merchants onto the Myob platform.
- Prepare and present risk review documentation to management, highlighting areas of risk and recommendations.
- Maintain accurate and detailed records of client data and applications within Myob CRM and associated systems.
What You Will Bring
- Experience in financial, payment or related risk assessment environment preferred.
- Experience in AML – CTF, KYC policies and procedures 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.
If you're passionate about financial services and risk assessment, and have the skills and experience to match, we encourage you to apply for this exciting opportunity.
-
Financial Services Onboarding Specialist
2 weeks ago
Melbourne, Victoria, Australia MYOB Full timeAbout 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...
-
Financial Services Onboarding Specialist
3 weeks ago
Melbourne, Victoria, Australia MYOB Full timeAbout 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...
-
Financial Services Onboarding Specialist
4 weeks ago
Melbourne, Victoria, Australia MYOB Full timeAbout 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...
-
Financial Services Onboarding Specialist
4 weeks ago
Melbourne, Victoria, Australia MYOB Full timeAbout 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...
-
Financial Services Onboarding Specialist
4 weeks ago
Melbourne, Victoria, Australia MYOB Full timeAbout 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...
-
Financial Services Onboarding Specialist
2 weeks ago
Melbourne, Victoria, Australia Myob Full timeThis 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....
-
Financial Services Onboarding Specialist
4 weeks ago
Melbourne, Victoria, Australia MYOB Full timeAbout 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...
-
Client Onboarding Specialist
1 month ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeJob Title: Client Onboarding SpecialistWe are seeking an experienced Client Onboarding Specialist to join our team in Melbourne or Sydney. The ideal candidate will have a strong understanding of Private Banking and Wealth Management Onboarding, with a focus on Know Your Client (KYC) and Anti-Money Laundering (AML) regulations.Key Responsibilities:Review and...
-
Financial Services Onboarding Specialist
2 weeks ago
Melbourne, Victoria, Australia MYOB Full timeWe'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...
-
Client Onboarding Specialist
4 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeJob 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...
-
Client Onboarding Specialist
2 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeJob 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
5 days ago
Melbourne, Victoria, Australia Xplor Full timeAbout 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...
-
Financial Services Onboarding Specialist
2 weeks ago
Melbourne, Victoria, Australia MYOB Full timeWe'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 timeAbout 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 timeAbout 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...
-
Onboarding Specialist
1 month ago
Melbourne, Victoria, Australia Xplor Full timeAbout 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
3 weeks ago
Melbourne, Victoria, Australia Xplor Full timeAbout 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...
-
Financial Services Specialist
1 week ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeJob 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...
-
Financial Reconciliation Specialist
2 months ago
Melbourne, Victoria, Australia Insignia Financial Full timeAbout Insignia FinancialInsignia Financial is a leading provider of financial wellbeing services, helping individuals and organizations achieve their financial goals. Our team is dedicated to delivering exceptional results and making a positive impact in the lives of our clients.Job SummaryWe are seeking a highly skilled Financial Reconciliation Specialist...
-
Financial Transaction Specialist
2 weeks ago
Melbourne, Victoria, Australia Insignia Financial Full timeAbout 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...