Wealth Management- Client Onboarding

Sydney- Wealth Management- Contract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced client onboarding Associate to join their Sydney team. **Responsibilities**: - Review and approve client account documentation; understand and enforce current AML KYC requirements, ensuring proper due diligence to KYC rules for new...

Sydney- Wealth Management- Contract or Temporary**Key responsibilities**: - Become the Subject Matter Expert of the account opening process and operational functions of the platform - Proactively escalate issues to Management, Risk, Compliance, AML, Front Office staff in a timely manner to minimise potential liabilities to the business - Answer queries on...

Melbourne, Sydney- Wealth Management- Contract or TemporaryThis position lies with the Account Management Team, a team that is responsible for ensuring that Know Your Client (KYC) account opening documentation complies with the firm’s global standards and any additional local regulatory requirements. - Review documentation from Sales which includes the...

Client Onboarding Specialist covering Wealth Management for a global bank based in Sydney **Your new company** This company is a prestigious global bank that specialises in Investment Banking and Wealth Management. The role is within the Wealth Management business, which services individuals, families and institutions investing in both domestic and...

Are you ready for a new challenge?Do you thrive in a friendly, supportive environment where team members are passionate about their work and collaborate to achieve shared goals? If so, you might be the perfect fit for our growing teamAbout the RoleWe're seeking a flexible, energetic, and detail-oriented individual who excels in administration and...

Sydney- Wealth Management- Contract or TemporaryOur client is an global wealth management business looking for a Client Onboarding Analyst to join their team in Sydney on an initial 12 Month contract. This role will work closely with the business’ key stakeholders to facilitate a smooth and efficient client on-boarding process. **Key...

Sydney- Wealth Management- PermanentOur client is a global tier-one broker seeking Client Services staff to join their Sydney team The role will be a broad opportunity within operations, with cross training accross the client onboarding team, client services team and settlements. **Responsibilities** - Calling clients to follow up on their account...

Australia - Operations - Investment Bank **Job Reference #** - 255778BR **City** - Sydney **Job Type** - Full Time **Your role** - Do you have a strong eye for detail and are incredibly organised? Do you have a client service orientation and high risk awareness? - We’re looking for such an individual to join our team of Client Onboarding Specialist...

Who we are looking for SSGM Client Service Solutions (“CSS”) is comprised of two teams of client facing product specialists focused on internal and external client satisfaction through proactive support and ownership of Client Onboarding & Maintenance and Regulatory Onboarding. The Client Onboarding & Maintenance team leads and manages the...

Join to apply for the Client Services Manager role at Minchin Moore Private Wealth Advisers.Join Minchin Moore, a leading private wealth firm, as a Client Services Manager in our high-performing Mosman team.In this pivotal support role, you'll help deliver tailored financial strategies by managing documentation, coordinating account processes, and liaising...