Client Onboarding Officer - Remote

Overview

The Client Onboarding Officer at Pepperstone is responsible for providing an excellent customer experience during the account opening process while ensuring compliance with regulations.

In Short

• Offer a seamless account opening experience for clients.
• Process client applications according to standards and regulations.
• Review and approve various types of client applications.
• Verify documents and conduct ID checks to identify risks.
• Communicate effectively with clients to expedite the onboarding process.
• Identify opportunities for process improvements.
• Maintain knowledge of global compliance standards.
• Collaborate with Sales and Customer Service departments.
• Assist with customer support functions.

Requirements

• Experience in a similar role, preferably in a bilingual environment.
• Background in finance, business, or related fields.
• Familiarity with compliance and regulatory standards.
• Degree in Finance, Business, or similar (desirable).
• Experience in client onboarding and customer service.
• Fluency in English and Portuguese or another language.
• Attention to detail and ability to maintain quality under pressure.
• Strong customer focus and passion for excellent service.
• Time management and decision-making skills.
• Interest in financial markets (desirable).

Benefits

• Competitive salary structure with bonus scheme.
• Collaborative and friendly culture.
• Flexible and hybrid working options.
• Remote working for up to 6 weeks per year.
• Ongoing personal development opportunities.
• Paid annual and sick leave.
• Paid volunteering days and Workplace Giving Program.
• Recognition and reward programs for outstanding performance.
• Frequent events and celebrations.
• Employee Assistance Program and Wellbeing Initiatives.