Melbourne
Wealth Management
Contract or Temporary
Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Associate in Melbourne on an initial 12-month contract.
The Client Service Team within Operations is responsible for supporting client offboarding, Deceased Estate processing and Asset Transfers including International and CHESS Sponsorship functions for the Wealth Management business. The role will be part of a team who support both local and overseas stakeholders relating to the ongoing maintenance and offboarding of client accounts and data integrity. The candidate should have sound trade life-cycle knowledge, and experience in a similar role within the wealth management sector.
Proficient skills in Microsoft Excel – experience of spreadsheets, formulae and pivot tables is advantageous
Key responsibilities include:
Qualifications:
This role will be hired on an initial 12 Month contract and will be paid on a highly, competitive rate depending on experience.
Wealth Management - Client Service Associate - 12-month contract • Melbourne, VIC, AU
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