Wealth Management Client Onboarding

Melbourne- Ancillary Areas- Contract or TemporaryOur client is a leading wealth management firm seeking a Operations Analyst for a long dated contract. **Responsibilities**: - Identifying process improvements - Maintaining a culture of high performance and excellent service for both internal and external clients - Client onboarding and account...

Melbourne- Wealth Management- Contract or TemporaryOur client is a well-renowned global wealth management firm with a sizeable presence in Melbourne. They are seeking a sharp, well-spoken recent graduates ideally with a minimum of one year’s experience within financial services operations or client services, to join their operations division on an initial...

Melbourne- Wealth Management- Contract or TemporaryOur client is a global wealth management business looking for a recent graduate to join their Melbourne Account Management team on an initial 12-month contract. This role will be part of a team that supports both local and overseas teams relating to the onboarding and ongoing maintenance of client accounts...

Melbourne- Asset Management- Contract or TemporaryOur client is a global wealth management business looking for a Client On-boarding Specialist to join their team in Melbourne on an initial 12-month contract. This role will work closely with the firm’s key stakeholders to facilitate a smooth and efficient client on-boarding process. **Key...

About UsPraemium was established in 2001 to simplify and streamline the complexities of wealth management. Today, we offer the only fully integrated platform that allows every part of an investor's wealth to be managed in one place. Managing over $63 billion in funds under administration (and growing) for leading institutions and private wealth firms, we...

Overview We are looking for a Client Onboarding Administrator to support Eightcap’s growth on a temporary basis by managing the onboarding of new client accounts and maintaining accurate client information across our systems. The ideal candidate will have a strong background in account administration and client service, with a proven ability to deliver...

Melbourne- Wealth Management- Contract or TemporaryOur client is a global wealth management business looking to hire recent graduates to join their team on an initial 12-month contract. This role will be a projects based role working in the Risk Management department for a 12-month contract and is a fantastic opportunity to become part of the...

We are looking for a Client Onboarding Administrator to support Eightcap's growth on a temporary basis by managing the onboarding of new client accounts and maintaining accurate client information across our systems. The ideal candidate will have a strong background in account administration and client service, with a proven ability to deliver results in a...

Melbourne- Wealth Management- Contract or TemporaryLeding global Wealth management firm seeking 2 contractors - 1 x 6 month and 1 x 12 month to assist the client services team to manage a project relating to client account maintenance. **Key responsibilities include**: - Ensuring all daily processes and SLAs are met within applicable timeframes -...

Client Onboarding Lead Hertfordshire We're currently working with a fabulous leading regional law firm in Hertfordshire, currently looking to add to their growing compliance function. Now looking for someone to move into a supervisory role managing a small team, ensuring stellar client service and regulatory standards. The role - Supervise and mentor New...