Wealth Management

2 weeks ago

Melbourne, Australia Anton Murray Consulting Full time

Melbourne- Wealth Management- Contract or TemporaryLeding global Wealth management firm seeking 2 contractors - 1 x 6 month and 1 x 12 month to assist the client services team to manage a project relating to client account maintenance.

**Key responsibilities include**:

- Ensuring all daily processes and SLAs are met within applicable timeframes
- Maintaining a culture of high performance and excellent service for both internal and external clients
- Contribute to additional administration projects as requested by management
- Provide exceptional client service support to internal and external clients alike
- Liaise with various departments across the wealth management business to execute client static updates accurately within SLAs.
- Liaise with processing center and uphold Operations process quality and accuracy.
- Manages client migration and position transfers including Chess sponsorship

**Qualification/ Experience**:

- Desirable tertiary qualification in Finance, Commerce.
- With financial markets experience, especially knowledge on asset transfer /sponsorship would be highly regarded
- Understanding of the various legislation and regulations within the financial services industry (ASX rules, AML, KYC, FATCA and CRS requirements) will be added advantage.

**Key Competencies / Skills**
- Strong investigative, analytical and problem solving skills
- Acute awareness of risk, with clear focus on control and timely escalation of risk items to management
- Strong attention to detail and be highly deadline oriented
- Excellent teamwork skills, outgoing and motivated
- Effective organisational skills
- Proficient skills in Microsoft Office - experience of spreadsheets, formulae and pivot tables is advantageous, willingness to transfer knowledge is imperative
- Team player, must be able to collaborate across multiple operational areas
- Taking ownership and setting expectation in line with business & team objectives.
- Demonstrate the highest level of ethical standards
- Excellent overall communication abilities including ability to modify approach to suit various audiences & willingness to transfer knowledge is imperative

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