This is a Associate Pre-Trade Operations role with Commonwealth Bank based in Sydney, NSW, AU Commonwealth Bank Role Seniority - junior, mid level More about the Associate Pre-Trade Operations role at Commonwealth Bank Associate – Pre-Trade Operations Location: Sydney NSW Reports to: Manager, Pre-Trade Operations Department: Pre Trade Operations (PTO) Role Purpose Associate for PTO is a pivotal member of the pre-trade Operations team, responsible for driving operational excellence, supporting cross-team collaboration, and ensuring a seamless onboarding experience for customers. Key Responsibilities End-to-End Onboarding: coordination and execution of PTO Operations onboarding and Client Data processes, ensuring full compliance with organisational standards and a consistently positive customer experience. Workflow Oversight: business-as-usual (BAU) workflows, including email management, PAT allocations, and Client Data activities (account creation and standard settlement instructions), ensuring accuracy and timely delivery. Quality Assurance: Conduct independent “four-eye” reviews of pre-trade Operations activities to uphold quality standards and minimise errors. Control Framework Adherence: Ensure all PTO activities comply with the control frameworks, regulatory obligations, and internal policies. Audit & Compliance: Respond to audit requests and maintain accurate, complete onboarding documentation. Customer Advocacy: Manage and support escalations for Platinum and House customers, focusing on reduced turnaround times, enhanced service quality and ensuring strong client experience Issue Resolution: Act as the primary point of contact for urgent PTO cases and escalations, driving timely and effective resolution. Change & Continuous Improvement: Champion change initiatives and key projects that improve operational effectiveness, while developing subject matter expertise to embed best practices and continuous improvement. Required Skills & Competencies Strong organisational and communication skills. Ability to manage complex onboarding scenarios and resolve escalations. Attention to detail and commitment to accuracy (“getting it right the first time”). Knowledge of control frameworks and regulatory requirements. Experience with workflow tools Customer-centric mindset, especially for high-value clients. Proactive approach to driving change and continuous improvement. High risk culture helping the sales to serve the client at same time Qualifications Bachelor’s degree in business, Finance, or related field (preferred). Minimum 3 years’ experience in onboarding, or a similar role. Familiarity with pre-trade Operations processes and systems. Knowledge and understanding institutional and corporate clients, OTC derivatives products, APRA, Dood Frank, Mi-FID II and EMIR. (Preferred) Performance Metrics Reduction in onboarding turnaround time (TAT). Decrease in customer complaints. Attention to detail and Accuracy Successful cross-skilling and training outcomes. Positive feedback from new hires and customers. About the Team Pre-Trade Operations is committed to delivering operational excellence, supporting regulatory compliance, and fostering a collaborative team environment. The Associate role is integral to achieving these goals and ensuring the ongoing success of the onboarding function. If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career. We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696. Advertising End Date: 13/05/2026 Before we jump into the responsibilities of the role. No matter what you come in knowing, you’ll be learning new things all the time and the Commonwealth Bank team will be there to support your growth. Please consider applying even if you don't meet 100% of what’s outlined Key Responsibilities Coordinating and executing onboarding processes Overseeing business-as-usual workflows ✅ Conducting quality assurance reviews Key Strengths A Final Note: This is a role with Commonwealth Bank not with Hatch.
