Stockbroking Operations/ Client Services - 12 month contract
Leading stockbroker seeking a client services / equity operations candidate to join them for 12 mths. CHESS sponsorship, transfers, client onboarding
Summary about this job
Client Services
Company: Anton Murray Consulting
Location: Melbourne
Work type: Contract/Temp
Salary: $28 - $38 per hour + super
Phone: +61-3-1271-4045
Fax: +61-7-3996-9542
E-mail: n\a
Site: n\a
Detail information about job Stockbroking Operations/ Client Services - 12 month contract. Terms and conditions vacancy
- Global Financial Services firm
- 12 month contract cover
- Rate dependant on experience
Our client is a global brokerage firm and within their operations division they are seeking an additional Client Services support for 12 months.
The team is responsible for supporting client onboarding, client account maintenance, deceased estates processing, CHESS sponsorship and intermediary/external planner functions.
Ideal candidates will have at least 2 years experience in stockbroking / equity operations. The candidate should have sound trade life-cycle knowledge, and experience in a similar role within the wealth management sector
Responsibilities:
• Provide exceptional client service support to internal and external clients alike
• Complete Equity transfers including: Broker-to-Broker; HIN; Off/On Market transfers and conversions
• Assist client CHESS transfer queries
• Process Deceased Estates / Change Trustee queries
• Chess Sponsorship
· Intermediary & External Planner administration
• Understanding of the various legislation and regulations within the financial services industry (AML, FATCA and CRS requirements)