Client & Trade Support Executive
Core
Act as a middle desk between Clients, Front of House, and back-office departments to ensure exceptional support and service for trade settlements and problem resolution.
Role type
Client & Trade Support Executive
Builds
Smooth client experience for trade settling and problem resolution
Domain
Financial Services / FX / Cross-Border Payments
Deliverable
client delivery
Required skills
Analytical thinking, Collaboration, Communication, Process improvement, Regulatory compliance knowledge, CRM management, Excel proficiency, Problem resolution
Preferred skills
FX experience, Dealer support experience, Spanish or Italian language knowledge
Responsibilities
Collaborate with internal teams (sales, operations, compliance) to ensure smooth client experience; Support Dealers and their clients; Educate clients on processes to reduce dependency; Monitor and chase outstanding trades; Comply with regulatory requirements (GDPR, CASS); Handle small complaints and escalate larger ones; Escalate non-settlement suspicions; Maintain accurate client records in CRM; Provide process enhancement recommendations
