Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 58 days ago

Client Onboarding Associate

lgt41 open roles

Where
Melbourne
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowClient Onboarding Associatelgt · Melbourne

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on lgt's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

11.5% of postings close within 7 days. Measured by our own scanner across the market. lgt postings stay open a median of 7 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.4%3 days
  3. 11.5%7 days
  4. 18.1%14 days
  5. 35.6%30 days
  6. 44.6%60 days
This job: posted 58 days ago

lgt median: 7 days open

The posting

LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.

With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren’t working, while enhancing the things that were. Our authentic and personalised client-first commitment. Our entrepreneurial spirit. Our focus in best-in-class advice. And our intimate understanding of the Australian private wealth landscape.

In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model. Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.

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.

LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.

LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against lgt's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on lgt's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    lgt's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.