Associate, Client Onboarding

Kaizen Recruitment
Sydney, NSW
A$120,000-$140,000 p/a
Banking & Financial Services → Compliance & Risk
Full-time
Hybrid

Posted 24 days ago

About the Company:

Our client is a leading global fund manager experiencing robust growth and is currently seeking aa Associate, Client Onboarding, to join their team.

This role will be responsible for the end-to-end operational client onboarding process and will see you partnering with the investments and client services teams to drive accurate reporting and exceptional performance for all key stakeholders.

Responsibilities:

  • End to end onboarding of institutional clients including Risk assessment, AML/KYC, Tax validation etc;
  • Perform high quality checking and oversight of analyst work and ensure accuracy and timeliness of team deliverables;
  • Monitor the quality of outgoing communications by the team to clients to ensure alignment to company standards;
  • Participate in key internal projects and new business initiatives; AND
  • Act as point of escalation for day-to-day tasks.

Requirements:

  • 5+ years’ experience in Institutional Client Onboarding, Tax services or AML/KYC compliance roles within the Funds Management, Fund administration or Custody within the financial services industry for institutional clients;
  • Previous institutional FATCA and CRS validation experience essential; AND
  • Previous experience with AML/KYC processes essential
  • Valid Australian working rights

If you are interested in learning more about this position, please apply or contact Selene Madsen on 0466 322 605 / [email protected]

#SCR-Selene-Madsen

About Kaizen Recruitment

Melbourne, VIC, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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