Client Services Associate - Asset Management & Onboarding (Victoria)

Client Services Associate - Asset Management & Onboarding (Victoria)

06 Sep
|
WAM
|
Victoria

06 Sep

WAM

Victoria

Job Description

Warakirri Asset Management Ltd is seeking a Client Services Officer to join our national distribution team in Melbourne, offering hands-on experience across our diversified portfolios.

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You will respond to client enquiries, manage onboarding and AML/KYC, maintain client records in Salesforce, and prepare reports and presentations for investors, consultants and partners. The role supports marketing, dashboards, events and client meetings in a cooperative, hybrid environment.

📌 Client Services Associate - Asset Management & Onboarding (Victoria)
🏢 WAM
📍 Victoria

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