Client Onboarding Officer

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 550+ team currently across 11 locations and 9 time zones.

The Role

As our Client Onboarding Officer, your key responsibilities will include:

• Offering an excellent customer experience by providing a seamless account opening process
• Ensuring all client applications are processed with agreed consistent standards according to specific regulations
• Reviewing and approving client applications, including individual, partner, 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
• Maintaining a working knowledge of global compliance standards
• Collaborating with other departments (Sales and Customer Service) to provide accurate information on new accounts
• Assisting with customer support functions such as replying to support emails, live chat, and other support tasks

About You

• Candidate should have experience working in a similar role, ideally in a bilingual environment
• Ideally a background in finance, business, economics, commerce or similar
• Familiarity with compliance and regulatory standards
• Degree in Finance, Business, Economics, Commerce or similar (desirable)
• Experience in client onboarding and customer service
• Fluency in both English and Portuguese or any additional language
• Attention to detail and ability to maintain quality under pressure
• Ability to use good judgement, act and make decisions with integrity
• 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)

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
• Ongoing personal development & learning opportunities
• Paid annual leave and paid sick leave
• 3 paid volunteering days per year & Workplace Giving Program
• Periodic recognition and reward programs for outstanding performance and achievements
• Frequent events and celebrations
• Employee Assistance Program & Wellbeing Initiatives

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 https://pepperstonecareers.com

We understand it’s important to do due diligence on a prospective employer, and see what our team is saying on https://www.glassdoor.com. 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 2025 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