Onboarding And Portfolio Services Consultant

2 weeks ago

Australia Praemium Full time

The Role
The Onboarding and Portfolio Services Consultant (Onboarding) is responsible for the initial and ongoing administration of Private Wealth client accounts. This includes onboarding new clients, maintaining and updating accounts, managing FATCA/CRS reporting, processing inspecie transfers, and handling account closures. The role interacts closely with internal teams such as Support, Distribution, Reconciliation, Trade Support, and occasionally Tech and Learning & Development.
Key Responsibilities
Processing Applications – ensuring all documentation (including AML and FATCA/CRS) is complete and accurate.
Maintaining and Updating Client Accounts – ensuring records are accurate and current.
Investigate and resolve adviser and client queries – ensuring high-quality service and timely responses.
Group Inbox Management.
Desired Qualifications, Experience and Competencies
Tertiary degree in a business-related field; RG146 desirable.
Minimum 2 years in funds management, platforms, or custody environments, with understanding of Custody and Superannuation frameworks.
Experience in account administration and AML/KYC, FATCA/CRS, W-8Ben forms.
Solid understanding of platform/reporting systems.
Meticulous attention to detail and strong organisational skills.
Excellent knowledge of MS Office and cloud-based software.
Proven problem-solving skills in a financial services environment.
Ability to work in a fast-paced, agile environment with a consultative and cooperative approach.
What We Offer
Flexible hybrid work environment – 4 days work-from-home, with anchor day Friday in the office.
Competitive salary with annual performance incentives.
Comprehensive leave benefits, including paid parental leave and purchased leave options.
Access to novated leasing and financial wellness courses.
Professional development opportunities tailored to your growth.
End-of-trip facilities at 367 Collins Street, Melbourne.
Friendly, welcoming team culture.
How to Apply
Please apply with your CV and respond to the screening questions, detailing how your experience and career interests align with the key responsibilities and competencies of this role. We are committed to building a diverse and inclusive workforce and welcome applications from all qualified candidates. Please Note: Only applicants with full, unrestricted work rights in Australia will be considered. A police check will be required for successful candidates.
#J-18808-Ljbffr

  • Onboarding Project Manager

    1 week ago

    Australia Rimini Street Full time

    OverviewJoin to apply for theOnboarding Project Managerrole atRimini Street.Get AI-powered advice on this job and more exclusive features.About Rimini StreetRimini Street, Inc. (Nasdaq: RMNI), a Russell 2000 Company, is a global provider of end-to-end enterprise software support and innovation solutions and the leading third-party support provider for...

  • Onboarding Project Manager

    2 weeks ago

    Australia Rimini Street Full time

    About Rimini Street, Inc.Rimini Street, Inc. (Nasdaq: RMNI), a Russell 2000 Company, is a global provider of end-to-end enterprise software support and innovation solutions and the leading third-party support provider for Oracle, SAP and VMware software.The Company offers a comprehensive portfolio of unified solutions to run, manage, support, customize,...

  • Portfolio Specialist

    2 weeks ago

    Australia beBeeAdministration Full time $60,000 - $100,000

    Key Role in Client Account AdministrationThe Onboarding and Portfolio Services Consultant plays a pivotal role in the effective management of Private Wealth client accounts.This involves onboarding new clients, maintaining accurate records, managing FATCA/CRS reporting, processing transfers, and handling account closures with precision.Key...

  • Enterprise Onboarding Manager

    1 week ago

    Australia Abc Fitness Full time

    OverviewJoin ABC Fitness and help us transform the future of fitness through technology We're looking for an Enterprise Onboarding Manager to supervise and support team members, ensuring development, performance, and alignment with ABC standards.What You'll DoLead a team of Onboarding Project Managers through the full client onboarding lifecycleResolve...

  • Senior Client Onboarding Lead

    1 week ago

    Australia beBeeClientOnboarding Full time $180,000 - $220,000

    **Job Description:**The successful candidate will lead the onboarding process for clients across all supported product lines. This includes managing internal teams, developing risk mitigation strategies, and overseeing project escalations.**Key Responsibilities:Oversee the completion of client onboarding projects within designated timeframesLead internal...

  • Employee Onboarding

    2 weeks ago

    Australia M2P Engineering Full time

    Ensure seamless employee mobilisation across multiple projects nationwide.- Be the key point of contact for new hires, managing onboarding, logistics, and compliance.- Enjoy a dynamic role in a growing engineering company, based in our Teneriffe head office.**Want a better career, a real team, and an employer you trust?****Get it done at M2P**:M2P was...

  • Manager, Enterprise Onboarding

    2 weeks ago

    Australia Glofox Full time US$90,000 - US$120,000 per year

    Join ABC Fitness, the leading technology provider for the fitness industryJob DescriptionManager, Enterprise OnboardingABC Glofox is on a mission to turn fitness visions into seamless reality. Our ever-growing client base spans over 80 countries, with an internal team of 200+ dedicated to powering the fitness industry we operate within. ABC Glofox is now...

  • Portfolio Manager

    1 week ago

    Australia beBeeStrategic Full time $166,274 - $184,308

    Opportunity for Strategic LeadershipAbout the RoleWe are seeking an experienced Director to lead our newly established Enterprise Portfolio Management Office (ePMO) within a centralised strategic delivery function.This is a unique opportunity to shape a centralised function that drives initiative alignment, optimises portfolio outcomes, and embeds best...

  • Portfolio Development Manager

    7 days ago

    Australia beBeeLeader Full time $60,000 - $73,000

    Program Coordinator RoleWe are seeking a dynamic and strategic professional to lead our frontline support team.About this roleThe Program Coordinator is part of our Lifestyles Services team and may be the career opportunity you've been looking for.Your key responsibilitiesOperational and administrative proficiency to keep our client-facing team's day-to-day...

  • Customer Portfolio Specialist

    1 week ago

    Australia beBeeRelationship Full time $112,451 - $121,592

    About the Role:We are seeking a skilled Customer Relationship Manager to take ownership of a portfolio valued at over $1 million.In this role, you will be the trusted partner for our clients, ensuring retention, driving product adoption, and identifying opportunities for expansion.This is a fully remote position, open to candidates based on the East Coast of...