(CP-29) Account Opening | Stockbroking

(CP-29) Account Opening | Stockbroking

14 Sep
|
Succession Recruitment Pty Ltd
|
Sydney

14 Sep

Succession Recruitment Pty Ltd

Sydney

Sydney NSW 2000

$50,000 - $55,000 a year

This Global Trading House has developed a reputation second to none within a niche area and are committed to servicing their customers to the highest possible standard. They currently have a vacancy in their Account Opening team on a Permanent basis.

Responsibilities include (but are not limited to):


- Take ownership for the new client account opening process, including reviewing applications to ensure all aspects are completed and correct
- Ensure all account documentation meets regulatory requirements. This includes KYC, AML and appropriateness and sanctions checks
- Ensure all new client details are accurately updated in all relevant systems (back office, online trading platform)


- Share relevant information regarding new client accounts with premium client managers in a timely manner
- Effectively deal with internal queries relating to the account opening process with a focus on getting it right first time every time
- Provide excellent and high calibre client service to ensure a positive experience for all clients
- Provide on-going administrative support to the premium client managers to ensure a consistently high quality client experience

To be considered for this position, you must have at least 6 months - 1 year experience in Account Opening/ Administration and have demonstrated strong customer service, communication and administration skills in a previous employment.

If you have the skills and experience as outlined above, please upload your Resume now or call Jacqueline Chang from Succession Recruitment on 8123 1143.

The original job offer can be found in Kit Job:
https://www.kitjobau.com/job/4868926/cp-29-account-opening-stockbroking-sydney/?utm_source=html

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