Job
Core
Assist customers with complaints, questions, and trading position inquiries via live support, chat, and email.
Role type
Customer Success Officer
Builds
Client support and account management for a CFD and Forex trading platform
Domain
Fintech / Online Brokerage
Deliverable
client delivery
Required skills
live support, chat/email support, account management, client record maintenance, technical troubleshooting, compliance liaison, product promotion
Preferred skills
MetaTrader platforms knowledge, additional languages, business studies degree
Technologies
MetaTrader 4 (MT4), Microsoft Excel, Microsoft Word
Responsibilities
Assist clients worldwide through live support and handle customer requests through chats and emails; Answer emails, assist with opening of client accounts, amend existing accounts, maintain client records; Handle back office queries; Support clients with technical and troubleshooting issues; Liaise with the Compliance Officer regarding complaints and approval of accounts; Promoting available products and services to clients
Seniority
Entry-level to Junior
