Case Management Analyst, FM Product Operations

3 days ago

Sydney, New South Wales, Australia Westpac Full time $90,000 - $120,000 per year

Job Description
Create your best future and join Westpac as a a
Case Management Analyst, Financial Markets Product Operations- 12 month opportunity
.

What's the role?
As a Case Management Analyst, you'll be at the heart of onboarding Fund clients into Westpac's Financial Markets business. You'll manage the end-to-end onboarding process, acting as the key liaison between Relationship Managers, clients, and internal teams. Based in Sydney, this 12 month role will provide the opportunity to work across a broad stakeholder network, ensuring due diligence is completed accurately and efficiently. If you're detail-oriented, thrive in a dynamic environment, and enjoy building strong relationships—this role is for you.

What do I need?
To thrive in this role, you'll bring a strong mix of industry knowledge, stakeholder engagement, and a proactive mindset:

  • Solid understanding of FM Product Onboarding, KYC, AML, and compliance standards, with experience across diverse client types and institutional banking products.
  • Strong communication and relationship-building skills, with a client-first approach and the ability to manage competing priorities under pressure.
  • Proven ability to take ownership of processes, drive resolution, and make sound decisions in a fast-paced environment.
  • Excellent time management, organisational, and coordination skills, with a keen eye for detail and a strong controls mindset.
  • Project management experience and the ability to quickly grasp new concepts, systems, and procedures.

Why join us?
We're obsessed with becoming our customers' #1 banking partner for life and we're looking for people who are passionate about helping us achieve that goal. In return, we're committed to making Westpac the best place to work in the country. Here are just a few of the ways we're already doing that:

  • Special offers on banking products and discounts from top brands, including generous employee-only mortgage rates
  • Flexible work arrangements to help you achieve a greater work/life balance, and a variety of leave options including Culture, Lifestyle and Wellbeing leave.
  • Tailored learning and development opportunities to help your grow your career within the bank.
  • Lots of opportunities to 'give back' to the Community by getting involved in our many volunteering initiatives.

Create your future today
To get started, simply click on the APPLY or APPLY NOW button

We're all about creating a supportive and inclusive community. We welcome everyone – no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community.

If you need any adjustments during the recruitment process, you can find out more information and additional contact details by visiting the
"People with Disability and/or needing Accessibility Requirements"
page on our website .

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