Client Services Officer
Core
Handle client inquiries, verify accounts, and provide support for trading platform issues to ensure client retention.
Role type
Client Services Officer (Customer Support)
Builds
Client trust and retention for a multi-regulated financial broker
Domain
Financial Services / Forex & CFDs
Deliverable
client delivery
Required skills
English fluency, KYC verification, account management, technical troubleshooting, client retention strategies
Preferred skills
Additional languages, financial products knowledge (Futures & Options)
Technologies
Microsoft Office
Responsibilities
Handle client inquiries via live chat, email, and phone; Act as liaison between clients and internal departments; Assist with verification and KYC procedures; Troubleshoot technical issues like login problems; Proactively engage clients to minimize churn
Seniority
Entry-level to Junior (1+ years experience required)
