Job Description
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 ...
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