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account management | client on-boarding | wealth management in Melbourne CBD

Melbourne CBD, Victoria
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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
  • Maintain and update client accounts
  • Liaise with key internal and external stakeholders to provide updates on accounts and handle any queries
  • Document verification and AML checks

Key Requirements

  • Excellent written and verbal communication skills
  • Previous experience in financial service sector, experience within a broker firm using CHESS will be highly regarded
  • Understanding of AML, compliance and verification
  • 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

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