Client Onboarding Associate Melbourne

LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.

Please note this is a 24 month fixed term contract.

We are seeking a detail-oriented and client-focused Client Onboarding Associate to support the onboarding of new clients and accounts within our Advisory business.

In this role, you will coordinate the end-to-end collection, preparation and review of onboarding documentation, helping to deliver an efficient, compliant and seamless experience from the start of each client relationship. You will work closely with Advisers, Associates, Operations and Financial Crime teams, providing specialist guidance and ensuring submissions are complete, accurate and ready for processing.

What you will do

• Prepare and coordinate digital and physical client onboarding documentation across a range of account structures and entity types.
• Identify documentation and information requirements upfront to support timely account opening.
• Review returned documentation for completeness, accuracy and consistency before submission to Operations.
• Manage outstanding information and documentation gaps, proactively following up with relevant stakeholders to keep onboarding progressing.
• Support the collection, review and recording of KYC information, including customer identification, beneficial ownership, Source of Wealth and Source of Funds documentation.
• Review FATCA and CRS documentation and assist with complex client structures, escalating issues where appropriate.
• Identify potential onboarding risks, inconsistencies and red flags, including links to higher-risk jurisdictions, industries or activities, and escalate in line with established procedures.
• Provide practical onboarding support and guidance to Advisers and Associates.
• Partner with Operations, Financial Crime and other stakeholders to resolve onboarding and compliance-related matters.
• Contribute to process improvements, using technology, automation and AI-enabled tools to improve quality, efficiency and the client experience.

This is an opportunity to build specialist onboarding expertise, contribute to high-quality risk and compliance outcomes, and play a meaningful role in creating a strong first experience for clients.

Apply now to join a collaborative team and help deliver an exceptional onboarding experience.

Your skills, experience and qualification

• Experience in client services, operations or similar roles within a professional environment.
• Understanding of client onboarding and service delivery processes.
• Strong attention to detail with the ability to review and validate information accurately.
• Ability to manage multiple priorities and work effectively in a fast-paced environment.
• Strong communication and interpersonal skills with the ability to build effective stakeholder relationships.
• Experience or strong working knowledge of KYC, AML/CTF and client due diligence requirements within a financial services or wealth management environment.
• Practical exposure to customer identification, beneficial ownership, complex client structures, Source of Wealth and Source of Funds requirements is highly regarded.
• Relevant tertiary qualification in Business, Commerce or a related field (preferred)

Your development

LGT Wealth Management is committed to the ongoing development of their employees along with ensuring all accreditations are kept up to date. Your development will be managed and tailored to your role and future career path.