Senior Operations Analyst – Account Services
Melbourne | Financial Services | Permanent Opportunity
Are you an experienced operations professional looking to take the next step in your career within a sophisticated financial services environment?
We're partnering with a leading wealth and investment organisation seeking a Senior Operations Analyst to join their Account Services team.
This is an opportunity to take ownership of complex operational processes, support key stakeholders and contribute to ongoing improvements across client onboarding, account administration and service delivery.
The Role As a senior member of the team, you'll play a critical role in ensuring the efficient administration of client accounts while maintaining the highest standards of accuracy, compliance and client service.
You'll work closely with advisers, support teams and external partners, acting as a trusted operational expert and helping drive continuous improvement initiatives across the function.
Key Responsibilities
Oversee complex client onboarding activities, including AML/KYC requirements
Manage account establishment, maintenance, amendments and closures
Support the administration of deceased estates and sensitive client matters
Perform daily operational controls, reconciliations and reporting
Maintain data integrity across multiple systems and platforms
Build strong relationships with internal stakeholders,



custodians and external providers
Ensure compliance with regulatory obligations, risk frameworks and operational procedures
Identify and implement process improvements to enhance efficiency and service delivery
Provide guidance and support to junior team members where required
About You
You are a proactive and highly organised operations specialist with strong attention to detail and a genuine commitment to delivering exceptional outcomes.
You'll bring:
4+ years' experience within financial services operations, wealth management or investment administration
Strong understanding of account maintenance, client onboarding and operational controls
Exposure to AML/KYC processes and regulatory requirements
Excellent stakeholder management and communication skills
A continuous improvement mindset with the ability to identify opportunities for greater efficiency
The confidence to manage competing priorities in a fast-paced environment
What's In It For You?
Join a highly respected financial services organisation with a strong market reputation
Work within a cooperative, high-performing team environment
Broad exposure across wealth management operations
Genuine opportunities for professional growth and career progression
Be part of a business that values initiative, accountability and continuous improvement
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📌 Senior Operations Analyst – Account Services (Melbourne)
🏢 Sustainability
📍 Melbourne