Client Onboarding Officer

Summary

Join Pepperstone as a Client Onboarding Officer and contribute to a seamless account opening process for clients globally. You will be responsible for reviewing and approving applications, ensuring compliance, and providing excellent customer service. This client-facing role requires strong communication skills, attention to detail, and the ability to work in a fast-paced environment. The ideal candidate possesses experience in a similar role, ideally in a bilingual setting, and a passion for providing excellent customer service. Pepperstone offers a collaborative and friendly culture with flexible working arrangements, including remote work options, and various benefits such as comprehensive medical insurance, a pension fund, and personal development opportunities.

Requirements

• 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
• 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
• Ability to live the Pepperstone values
• Committed to ongoing learning and development

Responsibilities

• Offer 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

Preferred Qualifications

• Basic understanding of Forex and interest in the financial markets
• Bachelor’s Degree in Finance, Business, Economics, Commerce or similar
• Any additional language is considered a valuable plus

Benefits

• 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
• Pension fund
• Employee Assistance Program & Wellbeing Initiatives
• Convenient and cozy office located near the Limassol Municipal Garden
• Competitive salary structure including company bonus scheme