Account Maintenance Officer
Core
Support the ongoing maintenance, transfer, and offboarding of client accounts for high-net-worth and ultra-high-net-worth clients in a wealth management business.
Role type
Senior IC wealth management operations specialist
Builds
Client account maintenance, asset transfers, and offboarding processes
Domain
Wealth management / Financial services
Required skills
Wealth management operations, asset transfers, CHESS sponsorship, financial services regulations (AML, KYC, ASX), portfolio management platforms
Preferred skills
RG146 qualification, Praemium platform experience
Technologies
Praemium
Responsibilities
Manage client account maintenance, offboarding, deceased estates, and asset transfer requests; Coordinate client migrations and position transfers including CHESS sponsorship; Liaise with internal teams and offshore stakeholders to ensure accurate account updates within SLA; Support operational projects and continuous improvement initiatives
Seniority
Mid-level, hands-on IC