Onboarding Specialist

6 months ago

Sydney, Australia CMC Markets Full time

CMC are hiring We have multiple opportunities for Onboarding Specialists to join our New Business team for a 3 Month Fixed Term Contract. Based in our Chatswood Sydney office, this role is an entry level role which could be suited to those looking for a graduate position in financial services or operations.

CMC Markets is a global leader in CFD trading and share investing. Our vision is to provide the ultimate online trading experience so everyone can achieve their financial potential. Since our launch in London in 1989, we’ve expanded globally with offices across Europe and Asia Pacific. Over 1.2 million clients make 67 million trades with us every year, and we’re still growing.

Please note that we operate onsite working and would require you to come into our Chatswood office.

The APAC Operations team are responsible for the end to end operational functions covering the APAC Invest & CFD businesses, with staff based in Sydney & Singapore. The APAC Onboarding & Maintenance team has the responsibility for the processing and continual transformation of customer onboarding & maintenance, compliance program implementation, KYC and AML, periodic partner and regulatory reporting amongst other duties

Role

Responsible for timely and accurate processing of non STP new accounts and account maintenance for the CMC Invest businesses. Ensuring that every account is compliant with CMC’s Onboarding and AML/KYC policies and procedures.

**Responsibilities**:

- Has ownership for ensuring all account documentation meets regulatory requirements. This includes KYC, AML and appropriateness and sanctions checks
- Ensure all new client details are accurately updated in all relevant systems (back office, online trading platform)
- Share relevant information regarding new client accounts with premium client managers in a timely manner
- Effectively deal with internal queries relating to all aspects of customer onboarding & maintenance with a focus on getting it right first time every time
- Provide support to the customer and adviser facing teams to ensure a consistently high quality customer experience
- Read and comply with CMC policies and procedures as they relate to your employment

Key Skills & Experience
- Scrupulous attention to detail
- Experience of working in an administrative role, ideally within financial services
- Excellent verbal and written communication skills
- Ability to work effectively as part of a team and with key stakeholders across other teams
- Ability to handle large volumes of processing to ensure that service levels are met
- Experience using large scale workflow systems (e.g. Salesforce) preferred
- Basic understanding of stockbroking back office processes advantageous but not essential
- Process Improvement, identifying what needs changing and articulating the requirements to business analysts or the wider development team
- Operates with integrity and an exceptionally high client centric mind-set

**Benefits**:

- Charity give-back days.
- 1 extra annual day of leave for your birthday.
- A dedicated benefits & wellbeing hub, for you to save on groceries, access retailer discounts and enjoy various resources to enhance your physical & mental wellbeing.
- Receive an extra day of annual leave after each year of service (max 25 days of annual leave after 5 years of service).

CMC Markets is powered by our people. We are an equal opportunities employer and are committed to creating a diverse and inclusive workplace, where our people feel confident to be themselves, feel valued and are able to do their best work. We don’t just value differences and unique perspectives, we seek them out and we invite them in, because we know it will lead to better outcomes for everyone.

Please click on the video link below to find out more about what it’s like to work at CMC Markets.

  • Onboarding Specialist

    6 months ago

    Sydney, Australia Give A Grad A Go Full time

    Salary between $60k - $70k + super (depending on experience) - Lots of social events plus an annual offsite. - $5,000 in additional tax benefits with salary packaging **Company Profile - Not for profit** This not-for-profit organisation are pioneers in the ticketing industry. With offices in Sydney, NZ, and the USA they are looking to grow their teams...

  • Onboarding Specialist

    1 month ago

    Sydney, Australia ACS Foundation Full time

    The Cloud Onboarding Specialist is responsible for supporting customers in the onboarding and implementation of third-party software solutions. This role involves ensuring that customers experience a smooth and efficient onboarding process, tailored to their specific needs. The Specialist will act as a trusted advisor and technical resource for customers,...

  • Onboarding Specialist

    4 months ago

    Sydney, Australia Klaviyo Full time

    Onboarding Specialists at Klaviyo are a critical part of our future success. We take the success and happiness of our customers incredibly seriously. Our mission is to exceed our customers expectations when getting them up-and-running with Klaviyo. We are looking for an Onboarding Specialist for our Sydney Office who is passionate about providing the best...

  • Operational Onboarding Specialist

    3 weeks ago

    Sydney, New South Wales, Australia Workpac Full time

    Job Overview:Rio Tinto, a leading iron ore mining company, is seeking an experienced Operational Onboarding Specialist to join their team in Central Park. This role offers a fantastic opportunity to showcase strong organizational and people skills in a dynamic onboarding environment.About the Role:The successful candidate will be responsible for...

  • Corporate Onboarding Specialist

    1 month ago

    Sydney, New South Wales, Australia TMGM Full time

    About the RoleWe are seeking a highly skilled Corporate Onboarding Specialist to join our team at TMGM. This is an exciting opportunity for a motivated individual to play a vital role in conducting Know Your Customer (KYC) activities and ensuring seamless onboarding for corporate and institutional clients.

  • Onboarding Specialist

    3 months ago

    Sydney, Australia Fresha Full time

    **About **Fresha** Fresha is the leading marketplace platform for beauty & wellness** trusted by millions of consumers** and **businesses worldwide**. Fresha is used by** 110,000+ businesses **and** 450,000+ stylists **and **professionals worldwide**, processing over **1 billion appointments to date**. The company is headquartered in **London, United...

  • Onboarding Specialist

    7 months ago

    Sydney, Australia Worldline Full time

    **The Opportunity** The Onboarding specialist will be responsible for Customer store change requests and new store activations for the Axis platform. Most of the customer base of Axis is in Europe, hence you will be working with a variety of customers (tickets) on a daily basis. Apart from Axis, the team also supports other managed services and products of...

  • Onboarding Specialist

    6 months ago

    Sydney, Australia Worldline Full time

    **The O**pportunity** The Onboarding specialist will be responsible for Customer store change requests and new store activations for the Axis platform. Most of the customer base of Axis is in Europe, hence you will be working with a variety of customers (tickets) on a daily basis. Apart from Axis, the team also supports other managed services and products...

  • Talent and Onboarding Specialist

    7 months ago

    Sydney, Australia WiseTech Global Full time

    **About WiseTech**: WiseTech is a world-leading developer and provider of software solutions to the global logistics industry. Our team of more than 3,300 people across 37 countries is united in our mission to transform the world of logistics one innovation at a time. Our software products are relied upon by the top 25 freight-forwarding companies globally...

  • Senior Onboarding Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Recruit Personnel Full time

    At Recruit Personnel, we are seeking a highly organized and skilled Senior Onboarding Specialist to join our team. This is an exciting opportunity for a motivated individual to work in a fast-paced environment and contribute to the success of our clients.The ideal candidate will have previous experience in using on-boarding platforms such as Glencore (GWOS),...

  • APAC Onboarding Operations Specialist

    1 month ago

    Sydney, New South Wales, Australia Avetta Full time

    We are looking for a motivated and results-driven APAC Onboarding Operations Specialist to join our team. As an APAC Onboarding Operations Specialist, you will be responsible for leading efficient and successful onboarding campaigns for our clients.The ideal candidate will have 4-5 years of experience in customer onboarding or a combination of 2+ years in...

  • Onboarding Specialist- Apac

    6 months ago

    Sydney, Australia Klaviyo Full time

    Onboarding Experts at Klaviyo are a critical part of our future success. We take the success and happiness of our customers incredibly seriously. Our mission is to exceed our customers expectations when getting them up-and-running with Klaviyo. We are looking for an Onboarding Specialist for our Sydney Office who is passionate about providing the best...

  • Strategic Logistics Onboarding Specialist

    3 weeks ago

    Sydney, New South Wales, Australia Australian Government Department of Defence Full time

    About the RoleWe are seeking an experienced Strategic Logistics Onboarding Specialist to join our team at the Australian Government Department of Defence.Job SummaryThe successful candidate will be responsible for planning and delivering onboarding projects, engaging with stakeholders to determine onboarding requirements, and coordinating the execution of...

  • Customer Onboarding Specialist

    3 months ago

    Sydney, Australia TMGM Full time

    **About The Company**: TMGM stands at the forefront of online trading and investment services, proudly serving as Chelsea FC's Official Regional Online Forex and Trading Partner in Asia Pacific. With a global presence and offices spanning three continents, TMGM has earned its reputation as a trusted CFD trading provider. We embody excellence through a...

  • Client Onboarding Specialist

    6 months ago

    Sydney Central Business District, Australia HAYS Full time

    Client Onboarding Specialist covering Wealth Management for a global bank based in Sydney **Your new company** This company is a prestigious global bank that specialises in Investment Banking and Wealth Management. The role is within the Wealth Management business, which services individuals, families and institutions investing in both domestic and...

  • Onboarding Specialist

    3 weeks ago

    Sydney, Australia AutogenAI Full time

    **Join AutogenAI - Revolutionising Bid and Proposal Writing with generative AI** AutogenAI is a leader in Generative AI SaaS, transforming how organisations create and optimise winning bids, tenders and proposals through cutting-edge natural language processing technology. We are one of the fastest-growing AI companies in the world, expanding rapidly to...

  • Merchant Onboarding Specialist

    3 weeks ago

    Sydney, New South Wales, Australia PayEngine Full time

    About PayEngineWe are a VC-funded organization, Platform Factory Inc., that offers an embedded, full-service, financial transaction technology. Our vertically focused SaaS Partners leverage our APIs, webhooks, and proprietary widget technology to embed, launch, and scale payments for their customers.As a player in the FinTech payments space, we understand...

  • Client Onboarding Specialist

    6 months ago

    Sydney, Australia UBS Full time

    Australia - Operations - Group Functions **Job Reference #** - 294278BR **City** - Sydney **Job Type** - Full Time **Your role** - Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? - In Wealth Management we are the experts in how the firm operates. Our vision is to always...

  • Financial Markets Onboarding Specialist

    3 weeks ago

    Sydney, New South Wales, Australia Macquarie Full time

    About the RoleWe are seeking a skilled Financial Markets Onboarding Specialist to join our team at Macquarie. This is an exciting opportunity for a talented individual to partner with our Futures Sales and Execution teams in supporting all facets of the sales process, including client onboarding, annual credit reviews, risk management processes, ad-hoc...

  • Merchant Onboarding Specialist

    6 months ago

    Sydney, Australia PayEngine Full time

    About PayEnginePowered by our VC-funded organization, Platform Factory Inc., PayEngine is an embedded, full-service, financial transaction technology. Our vertically focused SaaS Partners leverage PayEngine APIs, webhooks and proprietary widget technology, to embed, launch, and scale payments for their customers. As a player in the FinTech payments space, we...