Wealth Management Client Onboarding Associate

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...

Are you looking for an opportunity to drive your career forward?Providence Wealth Advisory Group is a privately owned and operated investment advisory group, that has been providing bespoke investment services to clients since 2000. Servicing valued clients nationally, we have offices in Sydney, Melbourne, and Adelaide. We provide comprehensive wealth...

Min Experience- 2 yearsYour team - A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates. - Working as part of the broader organisation of employees including: - Support roles including Office Manager, Front of House and Reception, Executive Assistant. - Operations team. - Specialists within...

Australia - Operations - Group Functions **Job Reference #** - 294278BR **City** - Sydney **Job Type** - Full Time **Your role** - Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? - In Wealth Management we are the experts in how the firm operates. Our vision is to always...

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...

Min Experience- 2 yearsYour team - A part of the client facing Advisory team including the Front Office Support team, Investment Advisers and Associates. - Working as part of the broader organisation of employees including: - Support roles including Office Manager, Front of House and Reception, Executive Assistant. - Operations team. - Specialists within...

LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren't working, while...

Keystone Wealth is a financial planning firm specialising in wealth creation, superannuation, risk protection, retirement planning, taxation planning, estate planning, business advice and debt management.With offices located in Canberra, Sydney, Brisbane and the Sunshine Coast, we have a service offering extending across Australia. This role will be based in...

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- Ancillary Areas- Contract or Temporary**Responsibilities**: - Review and approve client account documentation; understand and enforce current UK requirements, ensuring proper due diligence to KYC rules for new client onboarding and updates to existing client static data - Become the ‘Subject Matter Expert’ of the account opening process and...