Onsite Client Onboarding & Compliance Specialist

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

Job summary

A financial services company based in Watford is seeking a proactive Customer Service Representative to engage with clients via phone and email. You will assist Canadian clients in understanding trading concepts, ensuring compliance during the onboarding process. The role requires strong communication skills and proficiency in CRM programs. We offer comprehensive training, a contributory pension scheme, and opportunities for salary increases and performance 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 in line with CIRO regulations.
• Assist clients in the initial steps of setting up accounts.
• Ensure compliance with all CIRO regulations.
• Build strong relationships with clients and address inquiries promptly.
• Stay updated on CIRO policies through training and development.

Skills

Strong communication skills

Proficiency in CRM programs

Ability to meet performance targets

Job description

A financial services company based in Watford is seeking a proactive Customer Service Representative to engage with clients via phone and email. You will assist Canadian clients in understanding trading concepts, ensuring compliance during the onboarding process. The role requires strong communication skills and proficiency in CRM programs. We offer comprehensive training, a contributory pension scheme, and opportunities for salary increases and performance incentives.