At a Glance
- Tasks: Support the Account Management Team in reviewing client access requests and ensuring data compliance.
- Company: Leading Wealth Management firm with a focus on innovation and client satisfaction.
- Benefits: 12-month contract with potential for extension or permanent role, plus professional growth opportunities.
- Other info: Fast-paced environment that values detail-oriented and self-motivated individuals.
- Why this job: Join a dynamic team and make a real impact on client onboarding and data management.
- Qualifications: Bachelor's degree and 2-3 years' experience in Banking or related fields.
The predicted salary is between 62100 - 75900 $ per year.
Our client is a leading Wealth Management firm seeking a KYC Data consultant for an initial 12-month contractwith the view to extend or transition into permanent.
Thisposition lies with the Account Management Team, a team responsible for ensuring that Know Your Client (KYC) documentation and data throughout the client lifecycle is maintained and complies with the firm's global standards, as well as any additional local regulatory requirements.
This role will support the account managment team in Australia to review client access requests.
This includes client data remediation so vendor solutions for digitally signed documents and instant messaging clients are integrated within the firm's system infrastructure.
- Key Accountabilities
- Review client platform access requests and conduct data consistency checks across firm client data systems to support the launch of our client's Private Wealth Management Mobile App.
- Handle client and sales onboarding requests to a new integrated instant messaging platform, ensuring client data aligns with firm records.
- Handle client's first-time activation requests to onboard to electronic signature solution. This includes checking client eligibility and client contact details on firm systems.
- Assist AMT with defining local requirements to document procedure updates and facilitate platform enhancements.
- Support UAT to facilitate process rollout.
- Key Experience and Qualifications
- Bachelor's degree required or equivalent education or experience - degree in Accounting/ Finance/ Banking/ Business Information Systems is a plus.
- At least 2-3 years' professional experience in the Banking sector - system support and data admin
- Desired Qualities and Skills
- Excellent verbal and written communication skills.
- Organized and detail orientated.
- Self-motivated and enthusiastic.
- Ability to adapt and work efficiently in a fast-paced environment.
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KYC Data Consultant in Sydney employer: Anton Murray Consulting
Join a leading global wealth management firm in Melbourne, where you will thrive in a dynamic work culture that values collaboration and innovation. As a Client Reporting Associate, you'll benefit from competitive remuneration, opportunities for professional growth, and the chance to make a meaningful impact on high-net-worth clients' financial journeys. With a strong focus on employee development and a commitment to excellence, this role offers a rewarding experience in a supportive environment.
