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Associate, Settlements

Our People are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand.

  • You’ll be part of a collaborative and high-performing Wealth Management team
  • Help deepen relationships with clients
  • Be supported to grow your career at JBWere Private Wealth

In this Associate, Settlements role you will:

  • Review and prioritise BAU activities along with problem solving and investigations of adhoc issues
  • Proactively monitoring risk and assurance requirements within agreed Risk Appetite and managing non-compliance in a timely manner
  • Proactively manage Daily BAU and SLA's
  • Actively contribute to the team’s process improvements
  • Identify and escalate any issues, problems or risks identified to the Team Leader

What you'll bring 

  • Exception Management and attention to detail
  • Operations/Settlements experience
  • Demonstrated subject matter expertise
  • Excellent problem solving skills
  • Good stakeholder management skills

A diverse and inclusive workplace works better for everyone 

We know that our people make us who we are. That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated.  We are committed to providing an environment where you can work your way.  

For details on the recruitment process, and accessibility, please visit www.nab.com.au/about-us/careers/apply-for-job.  To discuss adjustment requirements, please contact the NAB Careers team, via nab.careers@nab.com.au (please reference job number) or visit our Careers page through the link above for other contact options. 

Join NAB / JBWere

If you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.   

Advertised: AUS Eastern Standard Time

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