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 Borders
Deliverable
client delivery
Required skills
Trade support, client relationship management, regulatory compliance (GDPR, CASS), cash flow management, CRM management, process improvement, error reporting, Microsoft Excel
Preferred skills
Dealer support experience, foreign language (Spanish or Italian)
Responsibilities
Collaborate with internal teams (sales, operations, compliance) to resolve trade issues; Support Dealers and their clients; Educate clients on processes to reduce dependency; Monitor and chase outstanding receivables and trades; Handle small complaints and escalate larger ones; Act as central point for Compliance and Payment investigations; Maintain accurate client records in CRM; Promote online platform adoption to reduce manual processes.
Seniority
Junior to Mid-level, hands-on IC
