Client Services Executive

CMC Markets; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company in financial services is seeking a Client Service Executive in London. The role involves managing client interactions, addressing queries about various investments, and ensuring an excellent client experience. Full training will be provided to equip successful candidates with the necessary skills to navigate the platform effectively. Candidates should exhibit strong communication skills, a customer-focused mindset, and engagement with financial products.

Qualifications

• Excellent verbal and written communication skills required.
• Demonstrates passion for products and services.
• Ability to work effectively as part of a team.

Responsibilities

• Manage ongoing client relationships and provide high caliber service.
• Proactively respond to and manage inbound client queries.
• Work alongside marketing to develop client communications.

Skills

Communication

Client service orientation

Teamwork

Knowledge of financial markets

Job description

We are currently searching for a Client Service Executive to join our Client Management team in London.

Within the role you will be responsible with dealing with daily queries from our retail clients on a variety of investments such as CFD's, Spread betting and Shares. Full training provided to give you the skills required to successfully navigate our award winning platform for our clients.

Team shift patterns are Monday to Friday;

7:30am - 4:30pm - onsite

8am - 5pm - onsite

9am - 6pm - onsite

11am - 8pm - work from home

2pm - 10pm - work from home

ROLE AND RESPONSIBILITIES

Be responsible for every touch-point during the client lifecycle in your relevant region.

Use our PSA system to contact the following leads in order to achieve an active client:

Live Applications – to gathering outstanding documents.

Not Yet Funded (NYF)

Not Yet Traded (NYT) – to prepare the client to place their first trade

Gathering the wet-ink signature document (if needed)

Inactive – to resolve any issues in the hope of reactivating the client

Working closely with members of your team to ensure service in your relevant language is covered during our working hours.

Manage the ongoing relationship with clients allocated to you. Be proactive in finding reasons to regularly contact these clients – e.g. changes to our products / services, inviting them to client events, news about a stock they are holding, monthly catch-up etc. They should always know you are there to provide assistance.

Provide high calibre client service to ensure a positive client experience

Work alongside the marketing team in writing or translating new communications, website material or marketing campaigns.

Take ownership for owning and driving an excellent client experience for our clients, which includes: trading execution (trade on behalf of clients), query / complaint management and education.

Proactively respond to and manage inbound client queries professionally and efficiently.

Escalate all client issues in a timely manner to appropriate levels to ensure a consistently high level of client service.

Monitor competitor companies within related markets and apply insights to help CMC continuously improve.

Keep abreast of global and economic news in order to provide execution trading support to clients.

Act as a brand ambassador in all client interactions

KEY SKILLS AND EXPERIENCE

Demonstrates passion and enthusiasm for our products and services

Operates with integrity and a highly client centric mind-set

Excellent verbal and written communication skills,

Ability to work effectively as part of a team

Intermediate knowledge/experience of financial markets

CMC Markets is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of gender, sexual orientation, marital or civil partner status, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age.

About the company

The latest #trading updates and analysis of the markets.? DM @CMCMarkets for enquiries. APAC enquiries @CMCMarketsAusNZ. 76% of retail CFD accounts lose money.

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