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.
