At a Glance
- Tasks: Support Private Wealth offboarding and asset transfers while ensuring smooth operations.
- Company: Join Anton Murray Consulting, a leading firm in wealth management.
- Benefits: 12-month contract with opportunities for professional growth and development.
- Other info: Collaborative team environment with a focus on data integrity and client satisfaction.
- Why this job: Make a difference in clients' lives by managing their wealth transitions.
- Qualifications: Finance or commerce degree with RG146 and 3 years in wealth management operations.
The predicted salary is between 63000 - 77000 $ per year.
Anton Murray Consulting in Sydney is seeking a Client Services & Operations Associate to support Private Wealth offboarding, deceased estate processing and asset transfers for a 12-month contract.
You will work with the Client Services Team to ensure SLAs, data integrity, and smooth migration across local and international stakeholders, including CHESS sponsorship.
A finance or commerce degree with RG146 and at least 3 years in wealth management operations is preferred.
Private Wealth Client Services & Asset Transfers Specialist 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.
