account management and onboarding specialist in Melbourne CBD

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job details

melbourne cbd, victoria
job category
Financial Services
job type
reference number
hannah ebers, randstad
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job description

Company Overview

An exciting opportunity exists to join a prestigious wealth management company within their account management team. This role will see you working within a high achieving team, where you will be responsible for account management from set up through to ongoing maintenance of clients.

Key Responsibilities

  • Open new accounts including intermediary trading accounts, equity trading, staff accounts, deceased accounts and cash accounts
  • Document verification and KYC/AML checks
  • Liaise with Advisers to ensure time and accurate maintenance of accounts, meeting market and trading requirements
  • Maintain and update client accounts
  • Handle client enquiries within SLA's
  • Liaise with key internal and external stakeholders to provide updates on accounts and handle any queries

Key Requirements

  • Excellent written and verbal communication skills
  • Previous experience in financial service sector, experience within custody using CHESS will be highly regarded
  • Previous experience dealing with Advisers
  • Knowledge of AML and KYC
  • Relevant studies will be highly regarded
  • Strong emphasis on accuracy and problem solving

To Apply

Please click on the apply button to be considered for this exciting opportunity. Due to the overwhelming response, please appreciate that only successful candidates will be contacted to progress to the next stage. Hannah Ebers


AML KYC and client onboarding