Melbourne, Sydney
Wealth Management
Contract or Temporary

A leading financial services organisation is undertaking a strategic platform migration initiative to transition domestic client accounts and data into international investment and client relationship management (CRM) platforms. This contract opportunity has been created to support the data migration and compliance verification phase of a multi-year transformation program.

The successful candidate will support KYC and client data verification processes, conduct document reviews, and facilitate account migration activities onto international investment and CRM platforms. The role will also provide frontline support for queries relating to Know Your Customer (KYC) requirements and migration processes.