Customer Service Representative

Fortrade; Greater London; On-site; GBP 25,000 - 27,000; Full time

Job summary

A leading financial services provider is looking for a proactive Customer Service Representative in Watford. The role focuses on engaging with Canadian clients and guiding them through the onboarding process. Successful candidates will undergo paid training to understand trading concepts and ensure compliance. Key skills needed include strong communication and CRM proficiency. This position offers a starting salary of £25,500 with opportunities for progression and performance-based incentives.

Benefits

Full in-house training & development

Employee wellbeing program

Free parking on‑site

Contributory pension scheme

Fast progression opportunities

Salary increase each year

Office incentives based on performance

Monthly and weekly spending vouchers for top performers

Qualifications

• Strong communication skills, both over the phone and via email.
• Proficiency in CRM programs and relevant software for client tracking and compliance management.
• Ability to meet performance targets while ensuring full regulatory compliance during client onboarding.

Responsibilities

• Communicate with potential clients to provide pre‑onboarding information.
• Provide educational material to clients per CIRO regulations.
• Assist clients in setting up accounts while ensuring compliance.
• Build strong relationships with clients.
• Stay updated on CIRO policies and regulations.

Skills

Strong communication skills

Proficiency in CRM programs

Ability to meet performance targets

Job description

Location: Watford, Hertfordshire (office-based)

Salary/Incentives:

Starting £25,500/annum

£26,500/annum (after 3 months’ probation period)

Uncapped Service Bonus

We are seeking a proactive individual to join us as a Customer Service Representative. Your primary role will be to engage with Canadian clients (UK hours: 12PM-9PM BST) via phone and email, ensuring a smooth and compliant onboarding process, and assisting them in understanding key concepts related to trading.

Embark on a rewarding career with us, assisting clients in understanding and accessing the financial markets. We provide 5‑day paid training (9AM‑6PM) to candidates who are successful in their first interview, ensuring they are equipped with the knowledge required to excel in their role.

Key Responsibilities

• Communicate with potential clients to provide pre‑onboarding information, ensuring that they understand the basics of our services and products.
• Provide educational material to clients in line with CIRO regulatory requirements, including outlining risks associated with trading.
• Assist clients in the initial steps of setting up accounts while ensuring that all necessary compliance steps are adhered to before full onboarding.
• Ensure compliance with all CIRO regulations, including proper documentation, and the completion of necessary regulatory disclosures.
• Build strong relationships with clients, fostering trust and addressing their inquiries promptly.
• Stay updated on CIRO policies and regulatory developments through in‑house training and external professional development initiatives.

Required Qualifications

• Strong communication skills, both over the phone and via email.
• Proficiency in CRM programs and relevant software for client tracking and compliance management.
• Ability to meet performance targets while ensuring full regulatory compliance during client onboarding.

Employee Benefits

• Full in‑house training & development, including training on CIRO compliance and regulatory standards.
• Employee wellbeing program
• Free parking on‑site
• Contributory pension scheme
• Fast progression opportunities
• Salary increase each year
• Office incentives based on performance
• Monthly and weekly spending vouchers for top performers

Fortrade Canada Limited is authorized and regulated in Canada by the Canadian Investment Regulatory Organization.