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Client Onboarding Associate - Graduate

Job Title: Client Onboarding Associate - Graduate
Location: Brisbane
Reference: 2963227
Job Published: July 01, 2019 14:47

Job Description

Our client, a leading wealth manager with their head office in Brisbane, provides their investors access to markets with a range of investment options. They are looking to hire a graduate in their Client Onboarding team to ensure that account opening processes are performed correctly and accurate client information is collected and validated in adherence to company policy. 

Recently the business has experienced some positive growth and change and this is a great opportunity for someone who is passionate about financial services and is a recent graduate to join the business. 

As the Client Onboarding Associate you will join and support a busy team who undertake activities in relation to client account opening and administration. This role will suit an assured candidate who has proven time management ability to achieve allocated deadlines.

The responsibilities of the role will include: 
  • Manage the Anti Money Laundering (AML)/Counter-Terrorist Financing (CTF) and Know Your Client (KYC) requirements for all new and existing client relationships.
  • Ensure that all necessary account opening, client risk categorisation and identity verification requirements are observed at the outset and during the lifetime of the client relationship.
  • Assist the team in reviewing all processes and make recommendations to achieve optimal service to clients. 
  • Ensure any incidents are reported and escalated to management for review. 
  • Adhere to compliance and policy standards within the Group, as well as meeting the ASX and ASIC regulatory requirements
To be successful in this role you will be degree qualified in commerce, finance or similar and be passionate and interested to start your career in the operations team of a wealth management business.  You will have the ability to undertake routine and detailed work with a high degree of accuracy. You will have a positive attitude and show initiative towards problem solving and have excellent time management. Any prior experience or Knowledge of financial markets or investments would be  very advantageous. 

This is a great opportunity for a professional who wants to immerse themselves into a high-performing team environment. 

This role will commence over the next couple of weeks and candidates must be available to work full-time over the next 3 months. 

For more information, please call Tiffany Way on 3854 3802 or click apply now!

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