Client Onboarding Specialist
Client Onboarding Specialist
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Job Description
About Morgans
Morgans is Australias largest national fullservice stockbroking and wealth management network providing a range of wealth management investment advice and corporate finance services. We pride ourselves on our people expertise core values and diversity. For more information visit .
The opportunity
The role of Client Onboarding Specialist plays a critical role in the processing of new client data within the Client Support Services team. The successful applicant will have the opportunity to showcase their solutions focused mindset to assist our advisers in their requests and queries.
What you will be doing
- Taking responsibility for the onboarding process onto the Wealth portfolio management reporting platform.
- Taking responsibility for managing and completing cases assigned to you daily.
- Facilitating the establishment of new bank accounts
- Inputting client information into various internal systems and platforms
- Ensuring the prompt thorough and accurate processing of new client account data
- Communicating with the network to keep them updated on the progress of new client accounts.
- Liaising with all stakeholders including banks advisors and dealers assistants to ensure a smooth onboarding process.
What you will bring
- A strong understanding of Company and Trust structures
- Ability to interpret Trust Documents
- KYC experience
- Attention to detail
- Excellent written and verbal communication skills
Benefits
- Bonus scheme
- One WFH day per week (once trained up)
- Discounted financial services health care gym memberships and more
- Paid volunteer leave and donation matching
Yes I want to apply!
If you are interested in this role and would like to join the Morgans team please submit your resume and cover letter by clicking Apply for this job. Request a copy of the position description by
Required Experience:
IC
Employment Type
Full-Time
