Wealth Management - Client Service Associate
Anton Murray Consulting
Full time
Business Operations Specialists
Location
Australia, Victoria, Australia
Posted
June 28, 2026
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 ...