Onboarding and Engagement Associate

Onboarding & Engagement Associate

Melbourne Global Fintech Trading Platform

Some roles support customers.

Others shape their entire experience.

Were partnering with a global fintech organisation at the forefront of online trading and financial markets supporting clients across retail corporate and institutional segments worldwide.

Their platforms enable individuals and organisations to trade across a range of financial instruments from crypto and equities to ETFs and beyond in fast-moving regulated markets.

As they launch a new mobile-first investing platform in Australia theyre looking for an Onboarding & Engagement Associate to help define and elevate the customer journey from day one.

This isnt just support.

This is where customer experience meets product data and growth.

The Opportunity

Youll sit at the frontline of a new platform launch guiding clients through onboarding while gathering insights that directly influence product and experience improvements.

Expect to work on:

Supporting clients through onboarding from account creation to first investment

Assisting with initial funding and early-stage platform usage

Explaining app features functionality and user experience

Helping clients understand crypto and future investment products

Gathering real-time feedback on onboarding experience and pain points

Monitoring drop-off points and identifying improvement opportunities

Documenting product issues and user experience insights

Collaborating with product and tech teams to improve the platform

Supporting marketing campaigns and promotional initiatives

Testing and validating onboarding and product improvements

This is a role where client interaction insight gathering and execution all come together.

The Environment

Fast-paced customer-first and product-driven.

Youll be operating within:

Mobile-first fintech platform launch environment

Client onboarding and engagement function

Close collaboration with product tech and marketing teams

Exposure to crypto and expanding asset classes (shares ETFs etc.)

Hybrid working setup (Melbourne-based)

You dont need to know everything but curiosity and adaptability are essential.

What Makes This Interesting

This isnt a typical operations role.

Youll be working on:

A brand-new platform launch in the Australian market

Direct impact on customer experience and product evolution

Real-time feedback loops with product and engineering teams

Exposure to crypto and multi-asset investing

A pathway into product growth or client-facing roles

If you want to be part of building something not just running it this is that kind of role.

What Theyre Looking For

Strong communication skills (especially phone-based)

Customer-first mindset with ability to build rapport

Analytical thinking able to identify issues and patterns

Ability to work in a fast-paced evolving environment

Comfortable explaining processes products and features clearly

Team-oriented with a proactive can-do attitude

Interest in fintech investing or digital products

Experience isnt everything attitude and learning ability matter more.

Why Join

Opportunity to be part of a new product launch

Direct exposure to product customer experience and growth

Structured training and development

Clear internal progression opportunities

Hybrid working model

If youre interested in customer experience fintech and being part of a product from day one this is a strong opportunity to build a meaningful career.

James Farrey

#SCR-james-farrey