Client Offboarding Associate - Private Wealth - 12-month initial contract

Melbourne, Sydney
Wealth Management
Contract or Temporary

Our client is a leading Private Wealth Manager seeking an experienced Client Offboarding, Deceased Estate processing and Asset Transfers candidate to join their team for an initial 12-month contract in their Sydney or Melbourne office.

This position lies with the Client Services Team, a team that is responsible for supporting Client Offboarding, Deceased Estate processing and Asset Transfers including International and CHESS Sponsorship functions for the Australia Wealth Management business.

The role will be part of a team who support both local and overseas stakeholders relating to the ongoing maintenance and offboarding of client accounts and data integrity.