Client Onboarding & Maintenance Executive

Cmc Markets; Willoughby City Council; On-site; AUD 51,000 - 69,000; Full time

Benefits offered by this job

5 extra annual leave days

Birthday off

Volunteer day

Zero trades staff accounts

L&D training

Wellbeing hub

Office-based five days a week

Job summary

CMC Markets in Chatswood, NSW, Australia, is seeking an onboarding administrator to support non-standard account applications. You will ensure KYC/AML compliance, update client records, and collaborate with internal teams to streamline onboarding.

This full-time role offers comprehensive training and long-term career development. Based in our Chatswood office, you will contribute to a smooth client journey, uphold data integrity, and help grow our fintech trading platform.

Qualifications

• Attention to detail is essential.
• Excellent verbal and written communication skills.
• Ability to work independently and in a team.
• Experience with large-scale workflow systems.
• Willingness to learn and develop professionally.

Responsibilities

• Carefully reviewing and processing non-standard account applications.
• Ensuring rigorous compliance with KYC and AML regulatory requirements.
• Accurately updating client information across our trading systems.
• Collaborating with internal teams to streamline client onboarding.
• Playing a key part in maintaining the integrity of our client-management process.

Skills

Workflow management

Attention to detail

Communication skills

Teamwork

Job description

Job Description

If you also believe that everyone should be able to achieve their financial potential, then you'll love contributing to CMC Markets' company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing. Grow yourself personally and professionally with a company that's growing with you, by global expansion and product offering. Based in our vibrant Chatswood office, you'll dive into the fast-paced world of financial services. You'll gain invaluable experience, develop your skills, and lay the foundation for a thriving career in the industry. Your journey begins with comprehensive training, where you'll learn from industry professionals who are passionate about your growth. This is a full‑time permanent opportunity offering a salary of $60,000 plus superannuation.

Why You'll Like Working Here

• Leave benefits: Accrue 5 additional annual leave entitlements each year called My Days, as well as enjoying 5 extra annual leave days once you pass 12 months.
• Enjoy your birthday off to spend time with family and friends, on us!
• Utilise a free annual charity day to give back to your community.
• $0 Trades: Staff & family trading accounts with CMC Markets Invest have access to the best brokerage rates in the market – $0 trades for all domestic and international equity orders!
• Continuous learning: Our L&D offering covers both technical and performance training, ensuring you're always learning new skills.
• Unlimited access to a dedicated benefits & wellbeing hub where you can save money through various retailer discounts, and make use of a variety of resources that will enhance your physical and mental wellbeing.
• Collaboration: We believe that great things happen when smart people work together, so we've made the decision to work five days in the office.
• Office perks: Free breakfast cereals, condiments, and coffee to fuel your workday.
• Culture club: Opportunities for fitness, pizza‑making classes, socialising, or competitive trivia and lawn bowls.

What You'll Be Working On

• Carefully reviewing and processing non‑standard account applications
• Ensuring rigorous compliance with KYC and AML regulatory requirements
• Accurately updating client information across our trading systems
• Collaborating with internal teams to streamline client onboarding
• Playing a key part in maintaining the integrity of our client‑management process

What Will Help You Be Successful?

• Workflow management
• Administrative positions in financial services
• Customer onboarding
• Compliance support
• Workflow management (again)

Ideal Candidates Will Have:

• Exceptional attention to detail
• Strong ability to work both independently and as part of a team
• Excellent verbal and written communication skills
• Experience with large‑scale workflow systems
• A proactive approach to professional development
• Eligibility to work in Australia permanently
• Previous onboarding experience is a plus, but your attitude and willingness to learn are what truly matter

The Things We Live By

CMC Markets is powered by our people. We are an equal‑opportunities employer and are committed to creating a diverse and inclusive workplace, where our people feel confident to be themselves, feel valued and are able to do their best work. We don't just value differences and unique perspectives; we seek them out and invite them in, because we know it will lead to better outcomes for everyone.