Client Onboarding Administrator

1 week ago


Melbourne, Victoria, Australia Eightcap Full time

Job description

Eightcap is an Australian online financial trading Company that specialises in foreign exchange (forex) and contract for difference (CFD) trading, offering over 250 tradable instruments to retail clients. The Company is headquartered in Melbourne, Australia and has support offices in the UK and Bulgaria.

Quickly becoming a leader in its field, the Company has gone from strength to strength, experiencing rapid growth. Because of this, we are looking for a Customer Service Representative to join the Customer Support team.

Responsible for onboarding new accounts, and account maintenance.As well as maintaining good communication with clients and colleagues across the business, i.e. Marketing Team, Finance Team and Engineering Team.

Key Responsibilities:

  • Process new account applications and onboard new clients
  • Update and configure existing accounts according to client demand
  • Work closely with colleagues to ensure client needs are met
  • Offer continuous support and conduct thorough testing during the implementation phase of new systems, technologies, and processes
  • Respond to client queries relating to account management
  • Ensure industry and company standards for AML/KYC are met
  • Document customer feedback and promptly escalate unresolved issues as needed
  • Role modelling the values of the Company, and obliging by the work, health, safety and wellbeing policies and practices in the execution of this role.

Who are you:

  • Fluent in Mandarin Chinese
  • Computer literacy, and above-average data entry skills
  • High attention to detail
  • Ability to work on public holidays if required
  • Right to work in Australia
  • Willingness to work in a fast-paced environment with a Can-Do attitude
  • Ability to think analytically and troubleshoot day-to-day issues
  • Strong account management skills
  • Previous experience in FX, CFD, and Trading organisation (highly regarded)
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