CMC Markets ANZ1 follower16 jobs

Client Onboarding & Maintenance Executive

JuniorMid levelFull-timeOfficeSydney NSW, AustraliaPosted 1 day agoVerified 3 days ago
Pending fitX of Y criteria met

About the job

Join CMC Markets as an Onboarding and Maintenance Associate, where you will play a vital role in helping new clients navigate our trading and investing platforms. This opportunity allows you to grow personally and professionally in a dynamic and collaborative environment. With comprehensive training and a focus on excellence, you will contribute to enabling financial potential for clients worldwide.

You'll be responsible for

✅

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 to maintain integrity.
📝

Updating client information

Accurately updating client information across trading systems to support seamless operations.

Key criteria

🔍

Attention to detail

Demonstrated ability to maintain accuracy in client information.

View

📊

Experience with workflow systems

Proven experience managing large-scale workflow systems in finance.

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📝

Communication skills

Excellent verbal and written communication skills for client interactions.

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View more

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4 criteria for this job
Attention to detail
Demonstrated ability to maintain accuracy in client information.

View

Experience with workflow systems
Proven experience managing large-scale workflow systems in finance.

View

Communication skills
Excellent verbal and written communication skills for client interactions.

View

KYC and AML compliance knowledge
Understanding of KYC and AML regulatory requirements in finance.

View

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