Customer Service Representative

Fortrade; Watford; On-site; GBP 25,000 - 30,000; Full time

Job summary

Fortrade is seeking a proactive Customer Service Representative to engage with Canadian clients from the UK office. The role involves ensuring a smooth onboarding process and assisting clients in understanding trading concepts. Full training is provided, and candidates will benefit from supportive employee programs and career progression opportunities.

Benefits

Full in-house training & development

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.

Responsibilities

• Communicate with potential clients to provide pre-onboarding information.
• Provide educational material to clients regarding trading risks.
• Assist clients in setting up accounts while adhering to compliance.

Skills

Communication

Client Onboarding

CRM Proficiency

Job description

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Customer Service Representative, Watford

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Client:

Fortrade

Location:

Watford, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

5f159aabce3d

Job Views:

4

Posted:

18.06.2025

Expiry Date:

02.08.2025

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Job Description:

Location:

We are seeking a proactive individual to join us as a Customer Service Representative. Your primary role will be to engage with Canadian clients here in our UK office (UK hours: 1PM-10PM 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 7-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.

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.