Job Description
LGT Wealth Management in Melbourne is seeking a detail-oriented Client Onboarding Associate to support the onboarding of current clients and accounts within our Advisory business. You will coordinate end-to-end collection, preparation and review of onboarding documentation to deliver an efficient, compliant experience from the start of each client relationship.
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Working with Advisers, Operations and Financial Crime teams, you will ensure submissions are complete, accurate and ready for processing,