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 professional 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 recent 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