Client Onboarding Officer

3 weeks ago

Melbourne, Australia Pepperstone Full time

**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**

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
- 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 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.

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

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

Li-Hybrid

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