Client Onboarding Officer

The Pepperstone story started in 2010. We know what it’s like to trade the world’s markets. Our team describes us as a place for the curious and the driven, and we like to do things a little differently; as a transformative global fintech, we’re digital, nimble, connected, and united in our vision to create a better way to trade.

We thrive on progress – for our clients and for ourselves. Our organizational culture is ever-evolving, vibrant, diverse, global, and results-focused. You’ll find our 550+ team currently across 11 locations and 9 time zones.

The Role

Our Client Onboarding Officer is client-facing and provides exceptional client onboarding experiences by reviewing, verifying, and approving new Pepperstone accounts. The Client Onboarding Officer has two main responsibilities: ensuring the accurate creation of client accounts while maintaining the highest possible compliance and regulatory requirements set by the company as well as contacting clients who have submitted their application to improve, support and hasten their application process.

As our Client Onboarding Officer you will be responsible for

• Offering an excellent customer experience by providing a seamless account opening process
• Ensure all client applications are processed with agreed consistent standards according to specific regulations
• Review and approve client applications, including individual and partner applications, as well as corporate, trust, and joint account applications
• Verifying documents and completing extended ID checks for some countries and identifying areas of potential risks (such as AML/Fraudulent IDs)
• Communicating effectively with clients to hasten and complete the verification process and open new accounts
• Identifying areas for improvements and opportunities to streamline processes so that efficiencies in verification and account opening processes can be gained
• Maintaining a working knowledge of global compliance standards and ensuring standards are met
• Working closely with other departments to provide accurate information with regard to the status of new accounts (particularly Sales and Customer Service teams) and developing a working knowledge of the Customer Experience function in the process
• Helping with customer support functions, such as replying to Support emails, live chat, and assisting with other support tasks when necessary.

About you

• Demonstrated experience working in a similar role, ideally in a bilingual environment
• Ability to work in a fast-paced and ever-evolving environment where priorities can change quickly
• Sound communication skills (verbal and written)
• Fluency in English is required, Arabic, Portuguese and/or any additional language is considered a valuable plus
• Attention to details with the ability to maintain quality even in busy times
• Ability to use good judgement, act and make decisions with integrity
• Ability to effectively collaborate with internal and external stakeholders
• Strong customer focus and passion for providing excellent customer service
• Highly motivated and a positive people person
• Ability to complete tasks end to end and good time management
• Desire and passion for continuous learning, improvement, and innovation
• Basic understanding of Forex and interest in the financial markets (desirable)
• Bachelor’s Degree in Finance, Business, Economics, Commerce or similar (desirable)
• Ability to live the Pepperstone values
• Committed to ongoing learning and development

Why you will enjoy working with us

• Competitive salary structure including company bonus scheme
• Genuinely collaborative and friendly culture
• Flexible and hybrid working
• Remote working option - work from anywhere for up to 6 weeks per year
• Ongoing personal development & learning opportunities
• 3 paid volunteering days per year & Workplace Giving Program
• Periodic recognition and reward programs for outstanding performance and achievements
• Frequent events and celebrations
• Comprehensive medical insurance with coverage for your healthcare needs
• Employee Assistance Program & Wellbeing Initiatives

More about Pepperstone

We’re a regulated online Forex and CFD trading platform. With the scale of a global fintech and the agility of a start-up, we arm our clients with everything they need to take on the global markets with confidence. You will be part of a wider passionate and friendly team, and whilst things may not always go to plan, we learn quickly and move forward with impact. To learn even more visit Pepperstonecareers and www.linkedin.com/company/pepperstone/

We understand it’s important to do due diligence on a prospective employer, see what our team are saying on Glassdoor. We respect our team members’ experiences and will never pay to remove a negative review.

Pepperstone is an equal-opportunity employer. We are passionate about building a diverse workplace and strongly encourage applications from any background.

“We are a 2023 Circle Back Initiative Employer – we respond to every applicant”.

We will be reviewing applications as they come through, so if this is an opportunity that excites you, don't wait. Express your interest by clicking the apply button below as soon as possible.

Note to external agencies: While we appreciate the efforts of external recruitment agencies, we prefer to engage directly with applicants for this opportunity.

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