Job Description
About the Company
n
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.
n
Key Responsibilities
n
n
Manage the end-to-end onboarding of institutional investors, ensuring a seamless and professional client experience
frominitialengagementthrough
toaccount activation.
n
Act as a trusted point of contact for clients, consultants, investmentteamsand external service providers throughout the onboarding lifecycle.
n
Conduct AML/KYC due diligence and risk assessments in line with regulatory obligations and internal compliance standards.
n
Coordinate complex onboarding events, including current mandates, investor restructures, accountupdatesand fund launches.
n
Partner with Legal, Compliance, Tax and Operations teams
tofacilitatethetimelyexecution
of onboarding activities.
n
Support regulatory reporting, auditrequestsand ongoing investor maintenance activities.
n




Drive process improvement initiatives to enhance operational efficiency,
strengthencontrolsand
elevate
theclientonboarding
experience.
n
n
Knowledge & Experience
n
n
5+ years' experience within client onboarding positions within funds management, superannuation, institutional banking,custodyor fund administration.
n
Strong understanding of institutional investor onboarding processes, client due
diligencerequirementsand
regulatory obligations.
n
Demonstrated experience managing complex client onboarding cases across multiple stakeholders andjurisdictions.
n
Sound knowledge of AML/CTF, FATCA and CRS requirements within an investment management or financial services environment.
n
Proven ability to build trusted relationships with clients, consultants,
custodians,trusteesand
internal business partners.
n
Excellent verbal and written communication skills, with confidence engaging with senior internal
andexternalstakeholders.
n
Relevant tertiary qualifications in Commerce, Business,Financeor related discipline preferred.
n

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