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Client Operations - Onboarding

Job Title: Client Operations - Onboarding
Location: Sydney
Industry:
Reference: 3147600
Contact Name: Niamh Patton
Contact Email: niamh.patton@perigongroup.com.au
Job Published: July 14, 2020 18:18

Job Description

This premier global investment bank has a presence in over 50 global locations and delivers a full range of advice and products to it's clients. Combining wealth management, asset management and investment banking this highly regarded firm consistently outperforms it's competitors locally and internationally. 

Due to exceptional domestic growth and the acquisition of a number of new clients they are seeking an experienced On-boarding Associate on a contractual basis.

Responsible for the implementation of new and incremental business wins and account opening.

Responsibilities:
  • Assist in the following functions that the specialist team support for new and existing clients:
  • Coordinate new internal account openings.
  • Process requests to open clients accounts. 
  • Work closely with clients and relationship team on the set up of custody accounts.
  • Update and communicate changes to account opening process.
  • Other associated account opening functions as required.
  • Maintaining and updating Standard Operating Procedures.
The ideal candidate will have custodian on-boarding experience and will have worked in a similar role recently.   

  
All applicants will need to be available for contract work. If you think that this sounds like you then please contact Niamh Patton from Perigon on 9775 5930 or at niamh.patton@perigongroup.com.au