Wealth Management - Client Service Associate

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
...