Client Services Officer (CIS)
Core
Handle client inquiries via live chat, email, and phone; act as liaison between clients and internal departments; assist with verification and KYC; troubleshoot technical issues; and proactively engage clients to minimize churn.
Role type
Client Services Officer (Customer Support)
Builds
Client retention and issue resolution for a multi-regulated broker
Domain
Financial services (Forex, CFDs, Stocks, Indices, Commodities, Cryptocurrencies, Bonds, ETDs)
Deliverable
client delivery
Required skills
Fluent English and Russian (written and spoken), KYC/verification knowledge, account management, platform functionality knowledge, technical troubleshooting, client retention strategies
Preferred skills
Additional languages, deep understanding of financial products and ETDs (Futures & Options)
Technologies
Microsoft Office
Responsibilities
Handle client inquiries via live chat, email, and phone; assist clients with verification and KYC procedures; troubleshoot technical issues such as login problems and platform navigation; proactively engage clients to minimize churn and reactivate dormant accounts
Seniority
Entry-level to Junior (1+ years experience required)
