Client Account Onboarding Officer

4 days ago

Sydney, Australia Anton Murray Consulting Full time

Sydney- Wealth Management- Contract or TemporaryOur Client is a global tier-one Investment Bank seeking a Client Account Onboarding Officer to join their Sydney team for a 3 month contract.

The contract has the potential to carry on longer term and could evolve into a permanent position within operations, in the client onboarding team or as a client services support staff member. The rate payable will be dependant on experience and likely within the range of $28-33ph + super.

**Responsibilities**:

- Review and Approve new client accounts
- Coordinate International Asset Transfers with custodians and broker counterparties
- Assist PWM Operations Manager with responsibilities as outlined in the PWM Supervisory Manual.
- General administrative support for the maintenance of PWM accounts, including scanning and filing where required

**Requirements**:

- NASD and NYSD Rules and an understanding of FSA Regulations.
- 2 years experience in the Australian and global securities markets.
- Knowledge and understanding of financial markets fundamentals.
- International Market Operations experience highly regarded
- Finance Degree highly regarded, but not essential
- Experience in financial market operations

  • Client Onboarding, Officer

    2 weeks ago

    Sydney, New South Wales, Australia State Street Full time

    Who we are looking forSSGM 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 institutional client...

  • Account Manager

    2 weeks ago

    Sydney, New South Wales, Australia beBeeClientOnboarding Full time $100,000 - $150,000

    The Client Onboarding Officer plays a pivotal role in the institutional client onboarding process, serving as a single point of contact and liaison throughout the entire onboarding cycle. This involves managing the onboarding process for clients in Sydney, identifying client needs and potential issues proactively, maintaining strong working relationships...

  • Client Onboarding

    2 weeks ago

    Sydney, New South Wales, Australia State Street Full time

    Who we are looking forSSGM 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 institutional client...

  • Client Onboarding

    2 weeks ago

    Sydney, New South Wales, Australia Impel Management Pty Ltd Full time

    CBD Location- International Company- Highly competitive remuneration packageJoin our innovative investment banking firm, where we're not just about financial success—we're driven by the desire to create positive social impact. As a key player in Corporate Finance, Research, Fixed Income, Equities, Derivatives, and clearing and settlement services on the...

  • Client Onboarding Specialist

    6 days ago

    Sydney, Australia UBS Full time

    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...

  • Client Onboarding Analyst

    2 weeks ago

    Sydney Central Business District, Australia HAYS Full time

    Client Onboarding role around different investment entities at prestigious bank **Your new company** This company are prestigious global bank who specialise 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 international...

  • Client Onboarding Specialist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeCustomerOnboarding Full time $80,000 - $100,000

    Client Onboarding Professional OverviewJob Description:We are seeking an experienced Client Onboarding Professional to join our team. The successful candidate will be responsible for executing the activities in the client onboarding process, inclusive of account opening, with a strong focus on ensuring that client identification documentation, name...

  • Client Onboarding Specialist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeCustomer Full time $80,000 - $92,000

    As a professional in customer-facing roles, you will have the opportunity to play a key part in onboarding new clients and providing exceptional service experiences.We are looking for an experienced individual who can take ownership of client onboardings, manage all aspects of documentation, provide training on software setup and testing, and draft...

  • Client Onboarding Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Blueberry Markets Group Full time

    The Client Onboarding Specialist will execute the activities in the Client Onboarding process, inclusive of account opening with a strong focus on ensuring that client identification documentation, name screening, and data capture activities meet Blueberry Markets' policies, standards, and applicable legal and regulatory requirements.Job DescriptionKey...

  • Senior Client Onboarding Coordinator

    7 days ago

    Sydney, New South Wales, Australia beBeeClient Full time $90,000 - $120,000

    Access and Onboarding SpecialistWe are seeking a skilled professional to manage the onboarding process for new clients. The successful candidate will work closely with clients and our account management team, acting as the primary point of contact for onboarding new clients, ensuring client satisfaction, identifying growth opportunities, and delivering...