We are a fast-growing financial trading platform looking for a proactive and service-driven Client Service Representative to join our team. We pride ourselves on delivering award-winning customer experiences and best-in-class platform functionality. If you have a passion for client satisfaction and a background in finance or trading environments, this is your opportunity to join a dynamic and high-performing team.
In this role, you will be the first point of contact for clients, handling inquiries, account operations, and transaction support. Your ability to build rapport, solve issues efficiently, and guide clients through platform features will be crucial to their overall satisfaction and success in trading.
Responsibilities
- Client Support: Respond to client inquiries viaphone, email, or live chat, ensuring timely, clear, and helpful responsesacross all service channels.
- Account Lifecycle: Handle all aspects of clientaccount management including onboarding, updates, renewals, and accountclosures. Review applications, verify documents, and follow up on missinginformation.
- Documentation & Compliance: Assist in thepreparation and review of compliance reports including KYC, CDD, power ofattorney, and dormant accounts. Ensure all documentation is correctly filed andup to date.
- Transaction Processing: Accurately process clientdeposits, transfers, and withdrawals in coordination with back office andaccounting, following proper verification protocols.
- CRM Management: Maintain up-to-date and accurateclient information in the CRM system in compliance with internal procedures andsegregation of duties.
- Issue Resolution & Follow-Up: Track, investigate,and resolve client issues promptly. Monitor recurring problems and providefeedback to management for system improvement.
- Client Engagement: Proactively communicate withclients regarding new platform features, functionalities, or requirements.Provide training or onboarding guidance as needed.
- Reporting: Monitor and report on inactive or dormantaccounts. Provide periodic summaries of support tickets and client feedback tohelp shape service improvements.
Requirement
- Education: Bachelor’s degree in Business, Finance,Economics, or a related field.
- Experience: Minimum of 3 years ina customer support or client-facing role, preferably in the financial orfintech industry.
- Technical Skills: Proficient inMicrosoft Office Suite. Experience working with CRM platforms, supportticketing tools, and trading platforms (MT4/MT5) is a plus.
- Soft Skills: Excellentcommunication, active listening, time management, and multitasking abilities.Detail-oriented with a strong sense of ownership and empathy.
- Language Skills:Fluent in English("CEFR B2 or higher"); additional languages, especially Arabic, are advantageous.
- Regulatory Knowledge: Familiarity withfinancial regulations and compliance practices, particularly AML, KYC, andGDPR.
- Availability: Flexibility to workshifts, weekends, or holidays based on client and business needs.
Join a results-driven environment where client satisfactionis at the heart of what we do. Advance your career with a forward-thinking teamthat values responsiveness, ownership, and integrity. This is your chance togrow in an exciting and evolving industry with a company that recognizes andrewards dedication and excellence.