Introduction
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 organisational culture is ever-evolving, vibrant, diverse, global and results focused. You’ll find our 350+ team currently across 9 locations and 6 time zones.
The Role
In your role as a Client Onboarding Officer you will be responsible for delivering exceptional onboarding experiences. Your primary duties involve reviewing, verifying, and approving new Pepperstone accounts. You'll have two key responsibilities: first, ensuring the accurate setup of client accounts while upholding our stringent compliance and regulatory standards, and second, reaching out to clients who have submitted applications to enhance and expedite their onboarding process.
We support clients from all around the world. Our Melbourne team currently supports English, Spanish, Thai, and Chinese clients and we'd love additional bilingual speakers with Arabic, Hebrew, Portuguese, Thai or Sinhala language skills.
To thrive in this role, you'll be curious, enjoy working in a customer-facing role, delivering exceptional customer service, while balancing compliance and regulatory requirements.
The markets don't stand still, and neither do we. After a period of training you will be rostered to work weekends on a regular basis.
As our Client Onboarding Officer your key responsibilities include, but may not be limited to
- Offering an excellent customer experience by providing a seamless account opening process
- Communicating effectively with clients in order to accelerate and complete the verification process and open new accounts
- Reviewing and approving client applications, including individual and partner applications, as well as corporate, trust, and joint account applications
- Ensuring that all client applications are processed with agreed consistent standards and according to local regulation
- Identifying areas for improvement and opportunities to streamline processes
- Maintaining a working knowledge of global compliance standards, ensuring they are consistently met
- Verifying IDs, completing extended ID checks for some countries and identifying areas of potential risk (AML/Fraudulent ID)
- Working closely with other departments to provide accurate information with regards to the status of new accounts
About you
- Demonstrated experience in customer service, quality assurance, and customer due diligence
- Proven ability to effectively communicate both written and verbal
- Attention to detail with the ability to maintain quality in a fast-paced environment
- Strong relationship-building skills, both with clients and internal stakeholders
- Sound problem-solving skills and the ability to use good judgment, act and make decisions with integrity
- Strong time management skills
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, in addition to hybrid working as standard
- Ongoing personal development & learning opportunities
- 15 weeks paid primary carers parental leave & 4 weeks paid secondary carers leave
- 3 paid volunteering days per year & Workplace Giving Program
- Frequent events and celebrations including a standard weekly social
- Beautifully renovated large office at Collins Square - 727 Collins Street, Melbourne
- Best in class end of trip facilities including bicycle parking, change rooms & showers
- A full stocked kitchen, onsite coffee machines with locally sourced coffee beans (this is Melbourne after all) and curated specialty teas
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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