Client Onboarding Officer at Pepperstone

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