Client Management Associate
Core
Respond to client inquiries via phone, chat, and email; handle trading research/quotes; place Spot FX, CFD, and Commodity trades; facilitate new account openings and identify client financial goals.
Role type
Client Management Associate (Financial Services)
Builds
Trading platforms and financial products for retail and institutional clients
Domain
Financial Services / FX / Commodities / CFDs
Deliverable
client delivery
Required skills
Trade execution (Spot FX, CFDs, Commodities), client relationship management, account onboarding, regulatory compliance knowledge, financial product knowledge, conflict resolution, multi-system navigation
Preferred skills
Strong mathematical and analytical skills, attention to detail, consultative communication, self-confidence
Technologies
4-5 simultaneous software systems
Responsibilities
Handle incoming trading inquiries and client issues via phone, email, and live chat; Provide client support regarding accounts, policies, services, and available products; Place Spot FX, CFDs, and Commodity trades and provide quotes; Facilitate inbound/outbound opening of new accounts; Engage clients to identify unstated needs or financial goals
Seniority
Entry-level to Junior
