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Mid level
Fintech • Financial Services
Supports and deepens investment management client relationships across Australasia throughout onboarding, servicing, reviews, regulatory processes, and ongoing engagement. Coordinates internal stakeholders, resolves client issues, manages client events and transitions, supports AML/KYC reviews, leads client communications and impact assessments, and promotes global best practices. The role partners closely with Sales and cross-functional teams while serving institutional clients across multiple asset classes and investment vehicles.
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