Customer Experience Associate - Trading and Investment
Hybrid
Core
Providing front-line support to clients across phone, email, web chat, and social media, including execution-only phone dealing and resolving trade disputes.
Role type
Customer Experience Associate (Trading and Investment)
Builds
Client support services and execution-only dealing for a global fintech platform.
Domain
Financial services / Trading and Investment
Deliverable
client delivery
Required skills
Mental arithmetic, attention to detail, literacy in MS Office, basic math skills
Preferred skills
Sales background, finance background
Responsibilities
Answering client queries on products and platforms, providing technical support for front-end platforms and chart packages, conducting audit checks and client administration tasks, proactively conversing with clients about financial markets and innovations