Senior Client Onboarding Analyst. GOW Recruitment. Melbourne, VIC. Stockbroking & Trading (Banking & Financial Services). Full-time. $80k to $95k plus super. Our client, a market leader in financial markets that provides a diverse range of products and services to individual investors, institutions, and private businesses, requires the services of a market-oriented professional to join their team as a senior client onboarding analyst on a 12-month fixed-term contract with full benefits. There is also the possibility of a permanent role at the end of the fixed-term contract.

This is the perfect opportunity for an individual with 3 plus years of back office experience in wealth management to join a great brand and cement themselves in a team and culture that prides themselves on the quality of their service to the clients and their focus on continual improvement.

Our client is keen to meet with candidates who are highly client focused, organised, high attention to detail, can work autonomously and in a proactive team environment, have a strong market and operational knowledge base across: Equity markets, Client on onboarding and the setup of new accounts, AML/KYC, FATCA verification checks, Reconciliations, Uploading static data to the system. Processing account closures and deceased estates, Liaising with various business units and external vendors, Adherence to all regulatory requirements and projects will also have cross training in other operational areas.

The role will require the successful candidate to respond to all incoming queries in a professional and timely manner, manage all client onboarding instructions, and follow up on any outstanding issues with the client. To be successful, our client is ideally looking for applicants who have 3 plus years in back office operations in broking/wealth management, have strong verbal and written communication skills, have intermediate to advanced skills in Excel and Word, have the ability to build and maintain established relationships, have a keen interest in the Australian equities market, and have a proactive and team-focused mindset.

This is a unique opportunity to join a tier one brand that prides itself on building the careers and skills of its most valued asset!

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For further details contact Luke Cuni at GOW Recruitment on 0413839375