Client Services Operations Officer

1 week ago

Melbourne, Australia Anton Murray Consulting Full time

Melbourne- Wealth Management- PermanentOur client is a wealth management firm seeking a Client Services Operations Officer to join their Melbourne office.

The role will be part of a team that supports both local and overseas teams relating to the onboarding and ongoing maintenance of client accounts and data integrity.

**Key responsibilities**:

- Ensuring all daily processes and SLAs are met within applicable timeframes
- Manage day to day BAU in line with team objectives and regulatory requirements
- Identifying process improvements
- Maintaining a culture of high performance and excellent service for both internal and external clients
- Contribute to additional administration projects as requested by management
- Provide exceptional client service support to internal and external clients alike
- Liaise with various departments across the wealth management business

**Qualifications**:

- Desirable tertiary qualification in Finance, Commerce.
- Experience in the production of procedure writing documents, spreadsheets
- Understanding of the various legislation and regulations within the financial services industry (AML, KYC, FATCA and CRS requirements
- 3 -5 years of sponsorship/ asset transfer experience

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