Wealth Management Client Onboarding Specialist (24-Month) (Melbourne)

Wealth Management Client Onboarding Specialist (24-Month) (Melbourne)

29 Aug
|
LGT Wealth Management
|
Melbourne

29 Aug

LGT Wealth Management

Melbourne

LGT Wealth Management Limited is seeking a detail‐oriented Client Onboarding Associate to support the onboarding of recent clients and accounts within our Advisory business.
You will coordinate end‐to‐end onboarding documentation, ensuring submissions are complete, accurate and ready for processing.
You will work with Advisers, Associates, Operations and Financial Crime teams, providing guidance and helping manage risks, while using technology to improve efficiency and the client experience.
#J-*****-Ljbffr

📌 Wealth Management Client Onboarding Specialist (24-Month) (Melbourne)
🏢 LGT Wealth Management
📍 Melbourne

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