Client Onboarding

Our client is a one of Australia's most highly regarded Independent Stockbroking firms. Due to continued growth, an opportunity is available to join a dynamic and social team, where you will be provided with a supportive environment and ongoing training to expand your practical knowledge across a range of financial products.

Working in the Client Onboarding team, your time will be split across client administration ensuring compliance checklists have been met, and details accurately reflected in the internal systems; and communication with Financial Advisers on behalf of their clients.

To Be Considered For This Opportunity, You MUST Have

• Previous office based work experience in an administration / operations / client service role. This could have been gained during your studies or post graduation. Office based experience is ideal, however we will consider stand out candidates from retail / hospitality backgrounds with a demonstrable interest in financial services.
• Exceptional attention to detail
• Strong communication skills and ability to build relationships
• Enthusiasm and a willingness to learn.
• Excellent attention to detail.
• Strong time management and organisation skills, and the ability to work to deadlines.
• A strong team player approach and the desire to assist others.

This is a fantastic opportunity to start your career in the financial services industry! In return for your hard work, you will receive ongoing training & support, a competitive salary package & bonus, numerous company benefits and genuine long term career progression opportunities!

This role is standard business hours Monday to Friday, and is based full time in stunning, modern offices in the heart of the CBD.

Note, you must have full working rights (Australian PR or Citizenship to be considered).