Melbourne
Wealth Management
Contract or Temporary
Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Associate inMelbourne on an initial12-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 dependingon experience.
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