Customer Experience Associate - Trading and Investment
Core
Front-line support for global trading and investment clients across phone, email, web chat, and social media, resolving queries and trade disputes while providing an execution-only phone dealing service.
Role type
Customer Experience Associate (Trading and Investment)
Builds
Client trust, retention, and trading activity
Domain
Financial Services / Trading and Investment
Deliverable
client delivery
Required skills
Mental arithmetic, MS Office literacy, conflict resolution, technical support, market knowledge, client communication
Preferred skills
Sales or client-facing background, finance background
Responsibilities
Answer client queries on products and platforms, execute phone dealing, investigate and resolve trade disputes, support clients with technical platform queries, conduct audit checks and client administration
Seniority
Entry-level / Junior
