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Client on boarding analyst

Melbourne
Gow Recruitment
Posted: 5 December
Offer description

Overview

Our Client is a market leader in financial markets, providing a diverse range of products and services to individual investors, institutions and private businesses.

The role is a 12‑month fixed‑term contract with potential for permanent placement.


Job Description

The Client Onboarding Analyst will respond to all incoming queries professionally and timely, manage onboarding instructions, and follow up on outstanding client issues.


Key Responsibilities

* Manage client onboarding – new trading accounts
* AML / KYC and FATCA verification checks
* Reconciliations and uploading static data to the system
* Processing account closures and deceased estates
* Liaising with various business units and external vendors
* Adherence to regulatory requirements
* Cross‑training in other operational areas
* Participate in projects


Qualifications & Experience

* 1 to 3 years of back‑office experience in broking/wealth management
* Strong verbal and written communication skills
* Intermediate to advanced Excel and Word skills
* Ability to build and maintain relationships
* Interest in the Australian equities market
* Proactive and team‑focused mindset


What We Offer

A unique opportunity to join a tier one brand that values career development and employee skills.


Contact

For further details, contact Luke Cuni at GOW Recruitment on *** or apply below.

Be careful – don't provide bank or credit card details when applying for jobs. Don't transfer money or complete suspicious online surveys. If you see something suspicious, report this job ad.

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