Team Leader - IB Client Support, CFD Forex Industry

Ultima Markets; Kuala Lumpur; On-site; MYR 134,000 - 201,000; Full time

Job summary

Ultima Markets in Kuala Lumpur is seeking an experienced Senior Customer Support Team Lead to manage international CS teams across markets. You will oversee daily operations, set KPIs, and provide coaching and development to raise performance and service quality.

The role requires fluency in Chinese and English, strong leadership, and the ability to coordinate with Operations, Sales, Branding and other stakeholders.

Qualifications

• Minimum 3 years of experience in client support or customer service Team Lead or Senior level roles in Forex trading.
• Proficient in both verbal and written Chinese and English.
• Demonstrated leadership skills, including team management and coaching.
• Strong communication skills for collaboration within the team, across departments, and with external stakeholders.
• Strong problem-solving and analytical skills to resolve escalated issues and drive improvements.
• Highly adaptable and resilient to evolving operational demands.
• High integrity, accuracy, and accountability when handling sensitive client data.
• Applicant MUST be able to work shift duty: morning shift in Office; other shifts 1PM–10PM, Work from Home.

Responsibilities

• Lead and manage international CS teams, overseeing daily operations and resolving complex client issues.
• Manage teams across different countries and cultures, ensuring consistent service standards.
• Set and monitor monthly KPIs to evaluate performance.
• Provide coaching, training, and development to improve team performance.
• Assess staffing needs and participate in recruitment with the Talent Acquisition team.
• Conduct regular quality assurance checks on live chats and communications to ensure quality.
• Oversee updates to training materials, sales handbooks, and Help Center content.
• Lead weekly review meetings to identify opportunities across projects.
• Coordinate with international teams and stakeholders to ensure effective communication and cross-functional alignment.
• Conduct training sessions on Forex fundamentals and platform navigation (MT4).
• Execute special projects and support initiatives assigned by management.

Skills

Leadership

Team management

Coaching

Training

Communication

Cross-cultural communication

Analytical skills

Recruitment coordination

Tools

MT4

Job description

Ultima Markets is a secure and regulated CFD trading gateway, offering access to 1,000+ instruments, including Forex, Commodities, Indices, and Stocks, to clients in over 170 countries. Founded in 2016, we are the Official Regional Partner of FC Internazionale Milano and the first CFD broker to support the UN Global Compact. We operate globally through entities regulated by the FCA, FSCA, and FSC, and in 2025 were honoured with 50+ global awards, including Best CFD Broker Global 2025.

To learn more about our company, please visit our website: https://www.ultimamarkets.com.

Responsibilities:

• Lead and manage international CS teams, overseeing daily operations and supporting the resolution of complex or escalated client issues.
• Manage teams across different countries and cultures, ensuring consistent service standards and operational practices.
• Set and monitor monthly KPIs to evaluate individual and team performance.
• Provide coaching, training, and development to improve team performance.
• Assess staffing needs and participate in recruitment and candidate selection with the Talent Acquisition team.

2. Quality Assurance & Process Improvement

• Conduct regular quality assurance checks on individual live chats and group communications with sales teams and clients to ensure accuracy, professionalism, and service excellence; intervene directly when necessary.
• Oversee and evaluate the quality and consistency of updates to internal training materials, sales handbooks, and Help Center content.
• Lead weekly review meetings to identify improvement opportunities across all ongoing team projects.
• Identify gaps in CS processes and recommend improvements to enhance operational efficiency and client experience.
• Monitor, investigate, and respond to client complaints related to trading services on public platforms such as Trustpilot and WikiFX, in collaboration with the Branding team.
• Ensure complaints and escalated cases are handled professionally and within the appropriate response timeframe.
• Liaise closely with internal departments, including Operations, Sales, Branding, and other relevant teams, to exchange updates on ongoing client or sales-related projects, relay feedback, and identify process improvement opportunities.
• Coordinate with international teams and stakeholders across different markets to ensure effective communication, consistent processes, and smooth execution of client-related initiatives.
• Act as a key point of contact between the CS team and other departments to ensure cross-functional alignment.

5. Training & Knowledge Sharing

• Conduct training sessions for sales teams or IB clients on Forex fundamentals, trading platform navigation (e.g., MT4), and system functionalities.
• Provide ongoing knowledge sharing and coaching to CS team members to strengthen their product, trading, and client-handling knowledge.

6. Ad Hoc Responsibilities

• Execute special projects and support initiatives assigned by management, contributing to team goals, operational improvements, and overall business success.

Requirements:

• Minimum 3 years of experience in client support or customer service Team Lead or Senior level roles in Forex trading sector, with a solid understanding of Forex markets, trading products, systems or tools, and core trading concepts.
• Proficient in both verbal and written Chinese and English.
• Demonstrated leadership skills, including team management, coaching, and the ability to motivate and develop high-performing teams.
• Exceptional communication skills, capable of facilitating effective collaboration within the team, across departments, and with external stakeholders such as clients and partners.
• Strong problem-solving and analytical skills to efficiently resolve escalated issues, identify root causes, and drive data-informed improvements.
• Highly adaptable and resilient, with the ability to respond to evolving operational demands and shifting priorities.
• High level of integrity, accuracy, and accountability when handling sensitive client and transactional data.
• Commitment to maintaining high service quality and compliance with company policies.
• Applicant MUST able to work shift duty, Morning shift need to be work in Office, for others shift, start from 1PM to 10PM, Work from Home base.