Operations Officer – Client Onboarding

About the role

We are looking for an Operations Officer to join our client onboarding team. You will be responsible for managing client accounts, processing onboarding requests, and ensuring smooth resolution of any issues. The role requires strong analytical abilities and a keen eye for detail.

Key responsibilities

• Manage and maintain client account records throughout the onboarding process.
• Process client requests, verify documentation, and ensure compliance with internal policies.
• Identify and resolve operational issues promptly to maintain high client satisfaction.
• Collaborate with internal teams such as finance, compliance, and support to streamline onboarding workflows.
• Generate regular reports on onboarding metrics and performance.

Required profile

• Proven experience in client services or operations within the financial sector.
• Strong numerical and analytical aptitude.
• Excellent communication skills and ability to work in a team environment.
• Detail‑oriented with a problem‑solving mindset.

Required skills

• Excel

What we offer

• Award‑winning Australian online stockbroker platform.
• Supportive team environment.
• Ongoing professional development opportunities.