Senior Operations Analyst, Account Services & Onboarding

Sustainability; Melbourne; On-site; AUD 90,000 - 150,000; Full time

Job summary

Sustainability, in Melbourne, is seeking a Senior Operations Analyst to join its Account Services team. You will own complex client onboarding, account administration and service delivery, ensuring accuracy, compliance and superior client service.

As a senior member, you’ll collaborate with advisers, support teams and external partners, driving improvements across AML/KYC processes, onboarding, account maintenance and reporting. Strong stakeholder engagement is essential.

Qualifications

• 4+ years’ experience within financial services operations, wealth management or investment administration.
• Strong understanding of account maintenance, client onboarding and operational controls.
• Exposure to AML/KYC processes and regulatory requirements.
• Excellent stakeholder management and communication skills.
• A continuous improvement mindset with the ability to identify opportunities for greater efficiency.
• The confidence to manage competing priorities in a fast-paced environment.

Responsibilities

• Oversee complex client onboarding activities, including AML/KYC requirements
• Manage account establishment, maintenance, amendments and closures
• Support the administration of deceased estates and sensitive client matters
• Perform daily operational controls, reconciliations and reporting
• Maintain data integrity across multiple systems and platforms
• Build strong relationships with internal stakeholders, custodians and external providers
• Ensure compliance with regulatory obligations, risk frameworks and operational procedures
• Identify and implement process improvements to enhance efficiency and service delivery
• Provide guidance and support to junior team members where required

Skills

AML/KYC processes

Stakeholder management

Operational controls

Process improvement

Attention to detail

Job description

Sustainability, in Melbourne, is seeking a Senior Operations Analyst to join its Account Services team. You will own complex client onboarding, account administration and service delivery, ensuring accuracy, compliance and superior client service.

As a senior member, you’ll collaborate with advisers, support teams and external partners, driving improvements across AML/KYC processes, onboarding, account maintenance and reporting. Strong stakeholder engagement is essential.