Client Services Representative
Job details
We are working with the one of the largest & well regarded Brokers to place a Client Services Representative. They will will liaise with the firm clients including but not limited to professional retail clients, institutional advisors and broker-dealers. Our goal is to develop and maintain long-term client relationships through responsive, superior and high-touch service while we continue to advance on technology and expand our global product offerings. Responsibilities * Handle clients' enquiries via different channels including email, ticket, live chat and phone call * Familiarize with various proprietary platforms including trading systems and administrative portals in order to educate clients to align with their self-service and highly automated business model * Assist clients in understanding the entire trading cycle, including but not limited to funding process, position transfers, corporate actions, margin calculation and statements reconciliation. Core Competencies
- Strong product knowledge - Equities, Options, Futures, FX
- Undergraduate degree
- 4-6 years' experience at a global financial institution
- Preferably licensed with CMFAS 1A , 2A , 6 and 6A
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