Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Client Onboarding Officer - Fixed Term image - Rise Careers
Job details

Client Onboarding Officer - Fixed Term

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 organizational culture is ever-evolving, vibrant, diverse, global, and results-focused. You’ll find our 550+ team currently across 11 locations and 9 time zones.

The Role

Our Client Onboarding Officer is client-facing and provides exceptional client onboarding experiences by reviewing, verifying, and approving new Pepperstone accounts. The Client Onboarding Officer has two main responsibilities: ensuring the accurate creation of client accounts while maintaining the highest possible compliance and regulatory requirements set by the company as well as contacting clients who have submitted their application to improve, support and hasten their application process.

As our Client Onboarding Officer you will be responsible for

  • Offering 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.

About you

  • 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, any additional language is considered a valuable plus
  • 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
  • Desire and passion for continuous learning, improvement, and innovation
  • Basic understanding of Forex and interest in the financial markets (desirable)
  • Bachelor’s Degree in Finance, Business, Economics, Commerce or similar (desirable)
  • Ability to live the Pepperstone values
  • Committed to ongoing learning and development

Why you will enjoy working with us

  • 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

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.com and www.linkedin.com/company/pepperstone/

We understand it’s important to do due diligence on a prospective employer, and see what our team is 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.

#Li-Hybrid

Average salary estimate

$60000 / YEARLY (est.)
min
max
$50000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Client Onboarding Officer - Fixed Term, Pepperstone

Are you ready to kick-start an exciting career as a Client Onboarding Officer with Pepperstone? Since 2010, we’ve been revolutionizing the global fintech space, and we know how to make trading accessible and engaging. At Pepperstone, we pride ourselves on being a vibrant and nimble organization, where the curious and driven can flourish. As a Client Onboarding Officer, you'll play a crucial role in creating exceptional onboarding experiences for our clients by reviewing, verifying, and approving new accounts. Your day will involve offering a seamless account opening process while ensuring regulatory compliance and guidelines are met. You'll communicate directly with clients to speed up their applications and verify essential documents while identifying potential risks. We value your insights, so your feedback about streamlining processes will help us improve continuously. We’re looking for someone who thrives in fast-paced environments, communicates effectively, and possesses a customer-focused mindset. If you're fluent in English and have a passion for learning and growth, you might be the perfect fit! Join us, and you'll enjoy a collaborative culture, flexible work arrangements, and numerous opportunities for personal development. Plus, we offer generous benefits, including medical insurance and paid volunteering days. At Pepperstone, our commitment to inclusion and diversity strengthens our team. So if this opportunity excites you, we can’t wait to hear from you!

Frequently Asked Questions (FAQs) for Client Onboarding Officer - Fixed Term Role at Pepperstone
What are the key responsibilities of a Client Onboarding Officer at Pepperstone?

As a Client Onboarding Officer at Pepperstone, your primary responsibilities include reviewing and verifying client applications, ensuring smooth account openings, and maintaining compliance with regulatory standards. You will communicate with clients to enhance their onboarding experience and identify any potential risks associated with their applications. You’ll also work closely with various departments to keep everyone updated on new account statuses and strive for continuous process improvements.

Join Rise to see the full answer
What qualifications are required for the Client Onboarding Officer position at Pepperstone?

Pepperstone values candidates with experience in a similar role, ideally in a bilingual environment. A Bachelor’s Degree in Finance, Business, Economics, or Commerce is desirable. Fluency in English is mandatory, and additional languages are beneficial. Strong attention to detail, good judgment, customer focus, and effective collaboration skills are essential qualities for success in this role.

Join Rise to see the full answer
What skills are beneficial for a Client Onboarding Officer at Pepperstone?

For a Client Onboarding Officer position at Pepperstone, beneficial skills include sound communication abilities, a strong focus on customer service, and the capacity to adapt to a fast-paced environment. It’s also advantageous to have a basic understanding of Forex and a genuine passion for ongoing learning and innovation, enhancing your ability to positively influence the client onboarding experience.

Join Rise to see the full answer
How does Pepperstone support the personal development of its Client Onboarding Officers?

Pepperstone is committed to personal growth. As a Client Onboarding Officer, you will have access to ongoing learning opportunities, flexible working arrangements, and support for career advancement. We encourage participation in various development initiatives and recognize exceptional performance through rewards and recognition programs, ensuring you thrive in your role and grow with our team.

Join Rise to see the full answer
What is the work culture like at Pepperstone for a Client Onboarding Officer?

Pepperstone prides itself on a collaborative, friendly, and inclusive culture. As a Client Onboarding Officer, you will work within a diverse team where your ideas and contributions are valued. We emphasize a results-oriented approach, providing a supportive environment for personal development while fostering engagement and well-being among employees, making it a great place to work.

Join Rise to see the full answer
Common Interview Questions for Client Onboarding Officer - Fixed Term
How do you prioritize tasks when onboarding multiple clients at Pepperstone?

In a busy onboarding environment like Pepperstone, I prioritize tasks by assessing the urgency and complexity of each client application. I ensure to address any time-sensitive applications first while maintaining quality standards. Good time management and effective communication with clients are key to ensuring a smooth process.

Join Rise to see the full answer
Can you describe a time you identified and resolved a compliance issue?

At my previous role, I noticed discrepancies in documentation during the onboarding process that could lead to compliance issues. I collaborated with the compliance team, proposed a more thorough verification procedure, and successfully implemented it, reducing the risk of errors and ensuring all client accounts were compliant with regulations.

Join Rise to see the full answer
What strategies do you use to ensure effective communication with clients?

I believe in establishing clear and open lines of communication with clients. This includes using simple language, providing regular updates, and being responsive to their inquiries. Building rapport with clients helps them feel comfortable and recognized throughout the onboarding process, enhancing their overall experience.

Join Rise to see the full answer
How would you handle a client who is frustrated with the onboarding process?

I would approach the situation with empathy, actively listen to the client's concerns, and reassure them that I am there to help. I’d work diligently to find solutions to expedite their process, keeping them informed every step of the way. Addressing the issue promptly can significantly enhance customer satisfaction.

Join Rise to see the full answer
What tools or software are you comfortable using in the onboarding process?

I have experience with various CRM and compliance software tools that streamline account verification and management processes. I am quick to adapt to new technologies and can leverage tools effectively to enhance efficiency in onboarding tasks.

Join Rise to see the full answer
Why do you want to work as a Client Onboarding Officer at Pepperstone?

I am drawn to Pepperstone's innovative culture and commitment to customer experience. The opportunity to contribute to seamless onboarding processes and help clients feel welcome in the trading environment excites me. I appreciate the values of continuous learning and collaboration that Pepperstone embodies.

Join Rise to see the full answer
How do you ensure compliance with AML regulations during onboarding?

I stay updated on AML regulations and employ a meticulous approach during the verification process. This involves thorough checks of client documentation and ensuring that all procedures align with both internal policies and external regulatory requirements to mitigate risks effectively.

Join Rise to see the full answer
Can you give an example of how you improved a process in your previous role?

In my last role, I identified bottlenecks in the client onboarding process that delayed client applications. I conducted a review, then collaborated with the team to implement template-based communication for routine inquiries, which significantly reduced processing time and improved client satisfaction.

Join Rise to see the full answer
What do you think is the most important aspect of customer service for a Client Onboarding Officer?

The most critical aspect is the ability to empathize with clients and provide them with timely and informative responses. A positive onboarding experience can set the tone for a long-term relationship, so it’s vital to be customer-centric and ensure they feel supported throughout the transaction.

Join Rise to see the full answer
How would you keep your knowledge updated regarding global compliance standards?

I actively seek out training opportunities, subscribe to industry newsletters, and participate in webinars to stay current with global compliance standards. Engaging with professional communities also helps keep me informed about any changes or innovations in financial regulations.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Pepperstone Remote No location specified
Posted 14 days ago
Photo of the Rise User
Pepperstone Remote No location specified
Posted 3 days ago
Photo of the Rise User
Notion Labs On-Site San Francisco, CA, USA
Posted 4 days ago
Inclusive & Diverse
Transparent & Candid
Mission Driven
Collaboration over Competition
Empathetic
Social Impact Driven
Rise from Within
Work/Life Harmony
Maternity Leave
Paternity Leave
Family Coverage (Insurance)
Medical Insurance
Dental Insurance
Vision Insurance
Mental Health Resources
Life insurance
Disability Insurance
Health Savings Account (HSA)
Flexible Spending Account (FSA)
Paid Time-Off
Photo of the Rise User
Posted 10 days ago
Photo of the Rise User
Kaseya Careers Hybrid Miami, Florida, United States
Posted 13 days ago
Posted 12 days ago
Photo of the Rise User
Posted 7 days ago

Established in 2010, Pepperstone has grown to become an award-winning online global forex and CFD broker known for delivering exceptional client service and award-winning funding and withdrawals to tens of thousands of clients around the world. Pe...

32 jobs
MATCH
VIEW MATCH
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
March 14, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
Photo of the Rise User
496 people applied to Web Chat Representative at Netflix
A
Someone from OH, Cleveland just viewed Personal Assistant *ASAP* at Alphabe Insight Inc
Photo of the Rise User
Someone from OH, Canton just viewed Senior Director, Communications at Imagine Pediatrics
Photo of the Rise User
Someone from OH, Euclid just viewed Software Engineer - Sr. Consultant level at Visa
Photo of the Rise User
Someone from OH, Dublin just viewed GTM Recruiter (Contract) at Notion Labs
Photo of the Rise User
Someone from OH, West Chester just viewed Marketing Manager, Brand at Felix
Photo of the Rise User
Someone from OH, Amelia just viewed Call Center Representative at Ascensus
Photo of the Rise User
Someone from OH, Amelia just viewed Remote Call Center Representative at Conduent
Photo of the Rise User
Someone from OH, Amelia just viewed Credit and Collection Analyst at AbbVie
O
Someone from OH, Dayton just viewed Data Engineer at On-Hire
Photo of the Rise User
Someone from OH, Cincinnati just viewed Reentry Coordinator at Commonwealth of Kentucky
A
Someone from OH, Lewis Center just viewed 34505367634 - Fraud Analyst at Activate Talent
Photo of the Rise User
Someone from OH, Dublin just viewed Senior Third-Party Risk Analyst at Fenergo