Job
Core
Primary point of contact for clients delivering personalized support, managing inquiries/complaints, and performing trade validation for MT4 in a global FX/CFD brokerage.
Role type
Client Services Specialist (Financial Services)
Builds
End-to-end trading experience for retail and institutional clients
Domain
Financial Services / Foreign Exchange / CFDs
Deliverable
client delivery
Required skills
trade investigation/validation, cash adjustments management, compliance adherence, CRM usage, shift work, problem-solving, multitasking
Preferred skills
Spanish fluency, Portuguese proficiency, financial market interest
Technologies
MT4, Zendesk, Salesforce, Confluence, Ignite
Responsibilities
Address client inquiries and concerns empathetically, manage and follow up on complaints per SOPs, perform trade validation for MT4, escalate cash adjustments and compliance issues, collaborate with Retail Services/Settlements/Compliance, convert customer feedback to management, manage escalations to senior managers, ensure adherence to quality standards and regulatory requirements.
Seniority
Individual Contributor, entry to mid-level