Client Service Representative
Core
Provide prompt support, issue resolution, and execution of client instructions for an online financial services platform, ensuring high client satisfaction.
Role type
Client Service Representative (Financial Services)
Builds
Online trading platform services for global clients
Domain
Financial Services / Online Trading
Deliverable
client delivery
Required skills
Verbal and written communication, empathy, active listening, persuasive communication, financial product knowledge (stocks, ETFs, funds, CFDs, derivatives, cryptocurrencies), regulatory compliance (MiFID, AML, ATF)
Preferred skills
Experience in financial services customer satisfaction, handling customer complaints, familiarity with office software and phone systems
Technologies
Office software, phone systems
Responsibilities
Provide product and market information within 'execution-only' servicing scope, proactively identify opportunities to offer additional suitable services, coordinate activities with other representatives and departments, adhere to industry regulations and company policies, treat clients fairly
Seniority
Individual Contributor
