About the Company

Our client is a globallyrecognisedinvestment manager witha strong reputationand 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 skilled client experience frominitialengagementthrough toaccount activation.
- Act as a trusted point of contact for clients, consultants, investmentteamsand 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 new mandates, investor restructures, accountupdatesand fund launches.
- Partner with Legal, Compliance, Tax and Operations teams tofacilitatethetimelyexecution of onboarding activities.
- Support regulatory reporting, auditrequestsand ongoing investor maintenance activities.
- Drive process improvement initiatives to enhance operational efficiency,



strengthencontrolsand elevate theclientonboarding experience.

Knowledge & Experience

- 5+ years' experience within client onboarding positions within funds management, superannuation, institutional banking,custodyor fund administration.
- Strong understanding of institutional investor onboarding processes, client due diligencerequirementsand regulatory obligations.
- Demonstrated experience managing complex client onboarding cases across multiple stakeholders andjurisdictions.
- 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,trusteesand internal business partners.
- Excellent verbal and written communication skills, with confidence engaging with senior internal andexternalstakeholders.
- Relevant tertiary qualifications in Commerce, Business,Financeor related discipline preferred.

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