Client Onboarding Officer - Fixed Term - Remote

Overview

The Client Onboarding Officer at Pepperstone is responsible for providing exceptional client onboarding experiences by reviewing, verifying, and approving new accounts while ensuring compliance with regulatory requirements.

In Short

• Provide seamless account opening processes for clients.
• Process client applications consistently according to regulations.
• Review and approve various types of client applications.
• Verify documents and conduct ID checks to identify potential risks.
• Communicate with clients to expedite the verification process.
• Identify opportunities to improve onboarding processes.
• Maintain knowledge of global compliance standards.
• Collaborate with other departments for accurate account status updates.
• Assist with customer support functions as needed.

Requirements

• Experience in a similar role, preferably in a bilingual environment.
• Ability to thrive in a fast-paced environment.
• Strong verbal and written communication skills.
• Fluency in English; additional languages are a plus.
• Attention to detail and quality maintenance.
• Good judgment and integrity in decision-making.
• Effective collaboration with stakeholders.
• Strong customer focus and service orientation.
• Good time management and task completion skills.
• Interest in financial markets is desirable.

Benefits

• Collaborative and friendly work culture.
• Flexible and hybrid working options.
• Remote working option for up to 6 weeks per year.
• Ongoing personal development opportunities.
• Paid volunteering days and workplace giving program.
• Recognition and reward programs for achievements.
• Comprehensive medical insurance.
• Pension fund contributions.
• Employee assistance and wellbeing initiatives.
• Competitive salary structure with bonus scheme.