Client Onboarding & Maintenance Executive - Analyst
About the job
As a Client Onboarding and Maintenance Executive at CMC Markets, you will play a vital role in welcoming new clients to our trading and investing platforms. This job is all about enabling financial potential for clients while working in a dynamic and collaborative environment. With comprehensive training and a focus on personal and professional growth, you'll be part of a team that values attention to detail and excellence.
You'll be responsible for
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Reviewing account applications
Carefully reviewing and processing non-standard account applications to ensure accuracy and compliance.🔒
Ensuring compliance
Ensuring rigorous compliance with KYC and AML regulatory requirements during the onboarding process.📝
Updating client information
Accurately updating client information across trading systems to maintain data integrity.Key criteria
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Attention to detail
Exceptional attention to detail for accurate client processing.View
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Communication skills
Strong verbal and written communication skills for client interactions.View
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Experience with workflow systems
Experience with large-scale workflow systems for efficient onboarding.View
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