Wealth Management Client Onboarding Associate

Our 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 client onboarding or updates to existing client...

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...

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...

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...

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- Ancillary Areas, Wealth Management- PermanentThis role would suit someone with at least one year’s client services experience in an assistant adviser, desk assistant, client services or an equities support environment, seeking to get into a client-facing, Account Management role. Account Managers are accountable for the ongoing relationships with,...