AddressEuroz Hartleys is proudly West Australian and is WA's leading financial services business. We recognise it is our team of 180+ talented individuals working together that make us a success.
We invite you to join us.
The opportunity
We have an exciting full-time, permanent opportunity for a New Accounts Officer to become a vital part of our Client Experience Team.
As a New Accounts Officer, you will play a crucial role in delivering a seamless onboarding experience for our new clients while maintaining high standards of client service. Your key responsibilities will include:
- End-to-End Client Onboarding: Guide new clients through the entire onboarding process, ensuring a smooth and exceptional experience.
- Application Review: Thoroughly examine new account applications, addressing any missing information promptly.
- Client Record Management: Update and maintain client records in our CRM system, XPlan, ensuring accurate and efficient processing.
- AML and Compliance Checks: Conduct essential Anti-Money Laundering (AML) and compliance checks to meet regulatory requirements.
- Client Support: Resolve any issues clients may encounter during the onboarding process, providing exceptional support and service.
About You
Being able to bring your whole self to work is important to us. At Euroz Hartleys we embrace our values of Relationships, High Performance, Integrity, Accountability and Respect.
This would ideally suit someone wanting to establish a career within wealth management with a strong administration background and a high-level attention to detail.
To be successful in this role you will be able to display the following:
- Exceptional communication and interpersonal skills
- High attention to detail
- Excellent computer literacy skills and knowledge
- Ability to work to deadlines, along with the flexibility to manage changing priorities
- Ability to work as part of a team and create a positive working environment
- Ability to work ASX market hours
What we can offer
- Brand new office in QV1
- Free onsite Gym, Tennis Courts and Basketball court
- Attractive salary
- Discretionary bonus scheme
- Access to our Performance Rights Plan (share scheme)
- Range of employee benefits
- Team environment
- Work life balance
- Income protection insurance
- Journey insurance
If you feel you are a suitable candidate, please submit your application by clicking on the ‘Apply’ button.
All applications received will be treated with utmost confidentiality.
If you would like to discuss this opportunity further, please contact Gemma Crawford - Human Resources Manager on 08 9268 3***.
