XTN-A4BD103 | ONBOARDING TEAM LEAD

Eightcap is a dynamic online trading provider focused on delivering great trading tools and professional trading insight to enable smarter trading. With a commitment to excellence and a passion for delivering trading technology directly to clients and via our network of strategic partners, we blend the agility of a fintech innovator with the trust and stability of a regulated financial
institution.

Our mission is to empower clients to succeed in the markets through seamless, secure, and intuitive trading experiences. With a fast-paced, collaborative, and innovative culture, Eightcap continues to evolve as a leader in the online trading space.

Recently recognised as Broker of the Year 2024 and Best Partner and Affiliate Program 2025 at the Global Forex Awards, we pride ourselves on innovation, outstanding customer service, and unwavering integrity in everything we do.

We are seeking an experienced and proactive Client Onboarding Team Leader to manage, mentor, and lead the Client Onboarding Administration team. This role is crucial for ensuring the efficient, accurate, and compliant onboarding of all new client accounts and maintaining high standards of
client data integrity.

The Team Leader will be instrumental in driving continuous process improvement and acting as a key escalation point, thereby empowering the team and contributing to the company’s mission of providing an exceptional client experience.

• We are inquisitive, and through perseverance and learning, we uncover new possibilities for innovation, discovery and delivery beyond expectations. 
• At Eightcap, we celebrate our different perspectives, our varied thoughts and creative talents, which enables us to develop and expand our reach to corner the market. 
• At Eightcap, at our core, we are answerable to our customers and to each other, and we continually pursue credibility and integrity in everything we do.
• At Eightcap, we easily pivot to accomplish expanded priorities through our agile way of working and provide efficiencies that are centred on customer needs.
• At Eightcap, we are polite in our interactions, we listen to each other and share insights in ways that are thoughtful and empathetic, whilst appreciating differences in perspectives and opinions.

Leadership & Management

• Lead, mentor, and manage the daily operations of the Client Onboarding Administrator team.
• Conduct regular one-on-one meetings, performance reviews, and manage team development.
• Serve as the primary escalation point for complex application issues, account configuration queries, and client onboarding disputes.
• Work closely with the Compliance team and Client Onboarding Manager to align onboarding practices with business growth goals.

Operations & Compliance

• Oversee the processing of new account applications and ensure timely and accurate client onboarding.
• Ensure the team consistently meets all industry and company standards for Anti-Money Laundering (AML) and Know Your Customer (KYC) compliance.
• Manage and respond to internal queries from departments (e.g., Sales, Compliance) related to account management and client onboarding status.
• Review and ensure the accuracy of client information maintained across all systems.

Process Improvement & Strategy

• Identify opportunities for process efficiencies and lead the creation and implementation of new or updated procedures and processes for client onboarding.
• Develop training materials and conduct regular training sessions for the team on new systems, regulatory changes, and process updates.
• Monitor team performance against key metrics (e.g., speed and accuracy of onboarding) and report on performance to the Client Onboarding Manager.

• Proven experience in a leadership or supervisory role within a financial services or regulatory environment.
• Previous experience as a Client Onboarding Administrator or Senior
  Administrator.
• Extensive experience with client onboarding, account administration,
  or client service.
• Deep understanding of AML/KYC regulatory requirements and best
  practices.
• Exceptional written and verbal communication skills.
• Demonstrated ability to think analytically, troubleshoot complex
  issues, and drive process improvements.
• Strong organisational skills with the ability to multitask, prioritise team
  workload, and meet tight deadlines.
• High level of computer literacy and data management skills.

• Experience with specific trading or financial services CRM/onboarding
  software.
• Tertiary qualification in Business, Finance, Law, or a related field.