Private Wealth Client Services & Asset Transfer Specialist

Anton Murray Consulting; Sydney; Presencial; AUD 90.000 - 130.000; Jornada completa

Descripción de la vacante

Anton Murray Consulting is recruiting for a Client Service & Operations Associate to support Private Wealth client offboarding, deceased estate processing and asset transfers on a 12-month initial contract in Sydney. The role works within Wealth Management Operations, coordinating with internal teams and external stakeholders to ensure data integrity and timely processing of transfers and sponsorships.

The successful candidate will have 3+ years in financial markets operations, knowledge of

Formación

• Desirable tertiary education in Finance, Commerce.
• RG146 – if not held already a requirement to study toward
• Minimum 3 years’ recognised industry financial markets experience, especially knowledge on asset transfer /sponsorship would be highly regarded.
• Awareness of regulatory rules and how they apply to the business.
• Understanding of the various legislation and regulations within the financial services industry (ASX rules, AML, KYC, FATCA and CRS requirements) will be added advantage

Responsabilidades

• Ensuring all daily offboarding processes and SLAs are met within applicable timeframes
• Maintaining a culture of high performance and excellent service for both internal and external clients
• Contribute to additional administration projects as requested by management
• Provide exceptional client service support to internal and external clients alike
• Liaise with various departments across the wealth management business to execute client static updates accurately within SLAs.
• Liaise with processing center and uphold Operations process quality and accuracy
• Manage client migration and position transfers including Chess sponsorship.

Conocimientos

Wealth management operations

Client offboarding

Asset transfers

Deceased estate processing

UHNW/HNW client knowledge

Educación

Tertiary education in Finance/Commerce

RG146

Descripción del empleo

Anton Murray Consulting is recruiting for a Client Service & Operations Associate to support Private Wealth client offboarding, deceased estate processing and asset transfers on a 12-month initial contract in Sydney. The role works within Wealth Management Operations, coordinating with internal teams and external stakeholders to ensure data integrity and timely processing of transfers and sponsorships.

The successful candidate will have 3+ years in financial markets operations, knowledge of