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Client Service jobs in Melbourne VIC

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Wealth Management - Client Service Associate (12-month contract)

Anton Murray Consulting

Melbourne VIC 3004•Full time

~$97k - $138k(Estimated)

KEY POINTS WE FOUND

Client onboarding and account documentation preparation
Manage IPO and corporate action allocations
Prioritise competing adviser requests in a fast-paced environment

HNW WM Client Onboarding Specialist - 12-month contract

Anton Murray Consulting

Melbourne VIC 3004•Full time

~$80k - $100k(Estimated)

KEY POINTS WE FOUND

Assist in end-to-end new account request handling and case management.
Review client documentation for accuracy and compliance with KYC requirements.
Liaise with Sales and stakeholders on documentation and onboarding issues.

Wealth Management - Client Service Manager - Mandarin Speaking (12-month contract)

Anton Murray Consulting

Melbourne VIC 3004•Full time

~$80k - $120k(Estimated)

KEY POINTS WE FOUND

Client Service Manager role focused on equity markets and high-net-worth clients.
Fluent Mandarin and English required for effective communication with clients.
12-month contract with responsibilities including client on-boarding and administrative support.

Associate Advisor - 12-month initial contract

Melbourne VIC 3004•Full time

~$70k - $90k(Estimated)

KEY POINTS WE FOUND

Support 3 private client advisers in a global tier-one Private Wealth Advisory firm.
Facilitate administrative client queries and client on-boarding processes.
Assist in client asset transfers and monitor stock settlements.

Client Reporting Associate - Wealth Management - 12-month initial contract

Anton Murray Consulting

Melbourne VIC 3004•Full time

~$80k - $100k(Estimated)

KEY POINTS WE FOUND

Support the Manager of the Fee Based Team in managing high-net-worth clients' reporting.
Reconcile client investment data and assist with tax reporting reconciliation.
Implement checks and controls to improve client reporting accuracy.