Wealth Management - Client Service Associate

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.

Key responsibilities include:

• Facilitation of all administrative client queries
• Client on-boarding, including preparation of account documentation, creation of client record in systems.
• Arrange and assist with maintenance of client account and records, in line with current AML/CTF, KYC Regulations
• IPO and corporate action allocation management
• Preparation of client valuations, asset allocations and reporting as required
• Assist in client asset transfers, including cash, both domestically and internationally
• Process and monitor stock settlements, including follow up with clients regarding outstanding funds.
• Prioritise competing adviser requests in a fast-paced environment
• Provide ad hoc translation for marketing purposes
• Establish and maintain relationships with other internal stakeholders and departments
• Participate in department cross-training as required
• Participate in process development initiatives to increase efficiencies
• Proactively notify clients and advisers of any issues recommending a solution and timeframe
• Adhere to Company policies and procedures, regulatory and legislative requirements.
• Understand US and UK tax forms like W8BEN and CRS (preferable)
• Understand Opt In, FDS and Client Consent (ie FOFA) forms (preferable

Experience:

• Bachelor’s degree required or equivalent education or experience
• Circa 3+ years plus relevant working experience in the financial services industry- equity markets focussed
• RG 146 compliant Desirable tertiary qualification in Finance, Business or Economics.
• Experience within wealth management or financial planning highly desirable
• Understanding of Broking Platforms (Domestic and International)

This role will be hired on an initial 12-month contract and will be paid on a highly, competitive rate depending on experience.