Senior Operations Analyst

LGT Crestone Wealth Management Limited

Melbourne, Australia
Client onboarding and account maintenance
Aml/kyc verification processes
Daily operational reporting
You’ll play a critical part in ensuring the smooth onboarding, maintenance and governance of client accounts, while providing hands‑on leadership, technical expertise and process improvement support within the team

Job Summary

  • You’ll play a critical part in ensuring the smooth onboarding, maintenance and governance of client accounts, while providing hands‑on leadership, technical expertise and process improvement support within the team.
  • Deliver end‑to‑end operational support across client onboarding, account maintenance and closures and manage daily operational reporting, reconciliations and checklist completion.
  • LGT Wealth Management is committed to the ongoing development of their employees and is an equal opportunity employer committed to embracing a diverse and inclusive work environment.

Matching Summary

You’ll play a critical part in ensuring the smooth onboarding, maintenance and governance of client accounts, while providing hands‑on leadership, technical expertise and process improvement support within the team.

Skills & Requirements

Must-have

  • Client onboarding and account maintenance
  • AML/KYC verification processes
  • Daily operational reporting
  • Reconciliations and checklist completion
  • Risk controls and audit standards

Nice-to-have

  • Collaborative team culture
  • Entrepreneurial spirit
  • Client-first commitment
  • Continuous improvement initiatives

Key Requirements

  • Proven operations professional in financial services
  • End-to-end client onboarding experience
  • Strong knowledge of AML/CTF requirements
  • Experience in account services, custody or wealth management
  • 12 month fixed term contract

Work Rights

Not specified

Tailored Resume

Cover Letter