Operations Officer (Client Onboarding)

About Us

Bell Direct is an award-winning online broking business and a subsidiary of the ASX listed Bell Financial Group (BFG). We provide trading and investing services and support to Australians via our brand Bell Direct as well as to clients of several large Australian banking brands. Having launched in 2007, we are well established with a strong broking heritage.

With our vision and mission to make Australians better off, this is a chance to jumpstart your career in financial services with opportunities for internal growth and promotion as well as establishing a proven launchpad for a dynamic and fulfilling career in the broader industry.

About Bell Financial Group

We are a developer of proprietary technology, platforms, products and services for the Australian financial markets.

With 500 team members across 11 offices in Australia plus offices in London, New York, Hong Kong and Kuala Lumpur, we provide full service and online broking, capital markets and financial advisory services to private, institutional and corporate clients.

In this role your key responsibilities are:

• Establish, maintain, and activate client accounts, ensuring strict compliance with KYC (Know Your Customer), AML (Anti-Money Laundering), and EDD (Enhanced Due Diligence) requirements.
• Process client correspondence, including forms, applications, and related requests, including Deceased Estate documentation with a focus on accuracy and adherence to compliance standards.
• Manage transfer requests (on and off market) to external brokers and counterparties efficiently and professionally, meeting required timelines.
• Ensure all activities comply with internal procedures, control guidelines, ASX market regulations, and the organization’s compliance frameworks.
• Liaise and coordinate with Front Office, internal departments, external brokers, and counterparties to ensure daily operations meet organizational and regulatory standards.
• Monitor and resolve outstanding client requests, queries, and issues promptly, providing timely responses or holding replies as appropriate.
• Maintain and update client account records to ensure accuracy and compliance.
• Demonstrate strong problem-solving skills and perform a range of administrative duties as part of a dynamic operations team.
• Communicate effectively and promptly with colleagues and supervisors regarding operational issues.
• Commit to meeting service levels, ensuring all requests are processed accurately and within agreed timeframes.
• Undertake additional related duties and ad-hoc tasks as required.
• Remain adaptable to changes in role and responsibilities as business needs evolve.

Requirements

• Tertiary qualification in Accounting, Finance, Business Administration, Economics, Banking, or a related discipline, or equivalent relevant industry experience.
• 1–2 years’ experience in a relevant financial services environment (e.g. securities operations, client onboarding, custody, broking, platform operations, or banking) preferred.
• Understanding of financial markets, securities operations, and basic accounting concepts, particularly in an operational or client onboarding context.
• Strong service orientation, with the ability to respond to client and internal stakeholder requests professionally and efficiently.
• High attention to detail and reconciliation mindset, ensuring accuracy, completeness, and adherence to control procedures.
• Strong problem-solving and analytical skills, with the ability to exercise sound judgment and work independently when required.
• Excellent time management skills, with the ability to prioritise workloads and perform effectively under pressure.
• Proficiency in Microsoft Office, particularly Excel, for data processing, tracking, and reporting.
• Strong communication and interpersonal skills, with excellent written and spoken English and the ability to work collaboratively within a team environment.
• High ethical standards, strong work ethic, and a positive, adaptable attitude in a regulated operational environment.

Possible working hours (MYT)

• 6.00am to 3.00pm
• 7.00am to 4.00pm
• 8.00am to 5.00pm

The ability to work during Malaysia public holidays, you will be compensated with additional off-day for working on Malaysia Public Holidays.

We are now 100% working from office, we love engaging with our people!

Office location - KL Eco City, Mercu 3

Benefits:

• Competitive salary and bonus structure
• Ongoing professional development opportunities