Stockbroking Account Opening

Sydney- Investment Banking- Contract or TemporaryOur client is a leading global stockbroking firm with offices around Australia. Working within their operations team, the primary function is to assist in the account opening and onboarding of new client accounts on to their wealth management platform as well managing general KYC tasks for the maintenance of...

Recent graduate with a finance related degree or 12 months similar experience - Middle Office Stockbroking - Fantastic CBD Location The role will have a focus on deceased estates and transfers, but you will be exposed to all facets of the back/middle office functions. **Responsibilities for the role include**: **Sponsorship** - Off markets - 005 shares In...

Sydney- Ancillary Areas- PermanentOur client is a leading Australian Fin-Tech solutions company servicing the stockbroking industry with their automated operations technology. They are rapidly growing with a strong pipeline of new business and planned overseas expansion. Due to this, they need an additional headcount to service their current clients, and be...

Sydney- Wealth Management- PermanentThis role would suit someone with at least one year’s client services experience in a client services, desk assistant or a wealth management support role seeking to get into a client service, account management role with a leading Financial Technology firm in Sydney. Client Account Managers are accountable for the...

Sydney- Wealth Management- PermanentOur client is a global tier-one broker seeking desk assistants to join their Sydney team supporting 4 stockbrokers. The role will be a broad opportunity within operations, with cross training across the client onboarding team, client services team and settlements. **Responsibilities**: - Distribute new account documents...

Sydney- Asset Management, Wealth Management- PermanentOur client is a Tier 1 Global Stockbroking firm, seeking a team assistant to support a very successful team of Private Client Advisers. This role will be very client focused so impeccable communication and presentation skills are required. The role will develop over a year or so into being a direct...

Growing team & opportunity to progress in a Global, award winning business - Lead the Sydney Call Centre & enhance their positive & engaging team culture - Salary negotiable for experience (Up to $115k + super) | Hybrid working **The Opportunity**: Our client is a highly regarded, Global Financial Services firm with significant presence in the Australian...

Sydney- Wealth Management- PermanentOur client is a leading ASX listed FinTech firm servicing the stockbroking and wealth management industry with their automated operations technology. They are rapidly growing with a strong pipeline of new business and planned overseas expansion. Due to this, they need an addition headcount to service their current...

Sydney- Ancillary Areas- PermanentAccount Managers are allocated their own client base, and are accountable for the ongoing relationships with, and provision of exceptional client service to, the advisers and support personnel of each of these clients. You will be responsible for maintaining good working relationships with each of our internal partners,...

Sydney- Wealth Management- PermanentOur client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments. A key function of the Adviser Assistants role is the ability to deal confidently with Private...