Expert Client Onboarding Specialist

4 days ago

Sydney, New South Wales, Australia beBeeCompliance Full time $90,000 - $120,000

Create a successful future with your next career move as an Expert Client Onboarding Specialist.

Job Description

The Case Management Team plays a crucial role in ensuring compliance with various regulations to protect financial assets and reputation.

Main Responsibilities:
  • Manage the client onboarding process from start to finish, ensuring all necessary documentation is sourced and delivered to complete the process.
  • Act as the primary point of contact for Relationship Managers and Clients to coordinate Fund client onboarding.
  • Liaise regularly with Business stakeholders to plan workloads, review status of key onboardings/mandates and prioritise open requests.
Key Requirements:
  • A thorough understanding of FM Product Onboarding / KYC/ Compliance/ AML procedures and standards.
  • Knowledge of the financial industry with expertise in various lines of business and products (Institutional Banking).
  • Prior experience of adhering to controls and compliance standards.
  • Excellent time management, organisational, relationship building & coordination skills.
  • Proven project management skills.
Benefits:

We offer flexible work arrangements, tailored learning and development opportunities and lots of opportunities to give back to the Community through our volunteering initiatives.

To get started, simply click on the APPLY or APPLY NOW button

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