LGT Wealth Management in Melbourne is seeking a detail-oriented Client Onboarding Associate to support the onboarding of new clients and accounts within our Advisory business. You will coordinate end-to-end collection, preparation and review of onboarding documentation to deliver an effective, compliant experience from the start of each client relationship. Working with Advisers, Operations and Financial Crime teams, you will ensure submissions are complete, accurate and ready for processing,
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📌 Client Onboarding & KYC Specialist (Port Phillip City)
🏢 LGT Crestone Wealth Management
📍 Port Phillip City
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