About the Company

Our client is a globally recognised investment manager with a strong reputation and well-established presence in the Australian market. Due to continued growth, they are seeking a Client Onboarding Associate to join their team on a 12-month fixed-term contract.

Key Responsibilities

- Manage the end-to-end onboarding of institutional investors, ensuring a seamless and professional client experience from initial engagement through to account activation.

- Act as a trusted point of contact for clients, consultants, investment teams and external service providers throughout the onboarding lifecycle.

- Conduct AML/KYC due diligence and risk assessments in line with regulatory obligations and internal compliance standards.

- Coordinate complex onboarding events, including recent mandates, investor restructures, account updates and fund launches.

- Partner with Legal, Compliance, Tax and Operations teams to facilitate the timely execution of onboarding activities.

- Support regulatory reporting, audit requests and ongoing investor maintenance activities.

- Drive process improvement initiatives to enhance operational efficiency, strengthen controls and elevate the client onboarding experience.





Knowledge & Experience

- 5+ years' experience within client onboarding positions within funds management, superannuation, institutional banking, custody or fund administration.

- Strong understanding of institutional investor onboarding processes, client due diligence requirements and regulatory obligations.

- Demonstrated experience managing complex client onboarding cases across multiple stakeholders and jurisdictions.

- Sound knowledge of AML/CTF, FATCA and CRS requirements within an investment management or financial services environment.

- Proven ability to build trusted relationships with clients, consultants, custodians, trustees and internal business partners.

- Excellent verbal and written communication skills, with confidence engaging with senior internal and external stakeholders.

- Relevant tertiary qualifications in Commerce, Business, Finance or related discipline preferred.

If you are interested in learning more about this position, please contact Darragh Cleary on 0478 350 003 or at [email protected], or apply via the attached link.

📌 Associate, Client Onboarding (Melbourne)
🏢 Kaizen Recruitment
📍 Melbourne