About Mason Stevens

Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes. More than just an administration platform, the innovative technology, paired with experienced investment specialist support, empowers advisers to deliver on their clients’ investment objectives via an unconstrained investment universe, and backed by exceptional client service.

Established in 2010, Mason Stevens is privately owned with over $10 billion of funds under administration and management. Led by some of Australia’s most experienced finance, technology, and investment professionals, with over 80 staff nationally.

About the Role

As an Account Maintenance Analyst, you’ll support advisers and their teams with the ongoing maintenance and administration of client accounts on the Mason Stevens platform. You’ll work closely with advisers, service providers and internal stakeholders to process account updates accurately and efficiently, while ensuring service level agreements are met and a high standard of service is maintained.

Key Responsibilities:

- Manage new client onboarding and regular review, to ensure that all requests are approved in accordance with regulatory requirements as well as AML/KYC policies, and FATCA/CRS requirements.
- Responsible for ensuring timely, complete and accurate processing of AML and FATCA/CRS.
- Overseeing and managing escalated account applications and onboarding queries, and communication with advisers and clients on their accounts when required.
- Account applications follow up and tracking of “work-in-progress” submissions.
- Working with the Distribution team in training and supporting advisers in onboarding of clients
- The role will also require you to support the team and the company in specialist projects and coverage for team members on annual leave.

Required Skills/Experience/Knowledge:

- Relevant work experience (AML/KYC/compliance related) within banking and financial services industry.




- Solid understanding of Risk Control and Compliance is advantageous.
- Sound knowledge of AML/KYC regulations with AUSTRAC, as well as FATCA / CRS.
- Experience in interpreting regulatory guidelines and assessing risk scores and entity types.
- Good client-service oriented mindset with strong desire to contribute to client service success.
- Strong interpersonal skills with emotional intelligence, empathy and reflectiveness towards building relationships with advisers and internal teams.
- Robust communication skills, and with the appropriate level of detail and ability to interpret the advisers’ needs.
- Hands-on, proactive and focused approach to tasks.

Required General Skills / Attributes:

- Self-Starter, drive to learn and provide the exceptional level of client service, preparing to go above and beyond for the advisers and clients.
- Team player with dedication to delivering the highest level of service.
- Willingness to listen, self-develop and learn.

Required Qualifications:

- 3 years’ financial services experience with focus on Client Application Onboarding in investment management, wealth management, or banking.

Life at Mason Stevens

At Mason Stevens, relationships matter to us, and by fostering a culture of humility and collaboration, we achieve remarkable outcomes while supporting each individual to realise their potential.

We are committed to building and maintaining a diverse and talented team, backed by the belief that it is only by working together, that we will achieve our purpose; helping our Clients to realise better tomorrows.

We believe in keeping our ‘minds wide open’ and empowering people with the resources and trust needed to make a meaningful difference. We know an idea can only change lives if it happens, and value the kind of people who believe in being the change they seek and see opportunity in challenge.

Above all, we know you will be a great fit for us if you value people, show kindness and play fair.

Kindly note that Australian full work rights are required for this application.

📌 Account Maintenance Analyst (Sydney)
🏢 Mason Stevens
📍 Sydney