Client Management Associate

Overview:

Report to: Manager, Client Management

Company Overview:

Connecting clients to markets – and talent to opportunity

With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

Elevate your career with us and make a significant impact in the world of global finance.

Business Segment Overview:

Retail: Empower individual investors – and yourself – in the world of retail through a range of different financial products rooted in innovation and market intelligence. From FX and CFDs to precious metals, master an exciting world of wealth management tools.

Responsibilities:

Position Purpose:

This opportunity is perfect for anyone seeking career progression within the financial services industry. Join a dynamic team striving to provide top-quality service by supporting various financial instruments through our retail brands City Index and FOREX.com.

Being part of a team dedicated to handling all aspects of the customer experience

Primary duties will include:

• Handle incoming trading inquiries and client issues via phone, email, and live interactive chat
• Trade research/Quotes
• Provide client support by answering inbound phone calls and/or e-mails regarding accounts, policies, services, and available products
• Place Crypto, Spot FX, CFD’s, Equities, and Commodity trades, provide quotes and facilitate discussions regarding equity markets, fixed income markets, international markets, and economic conditions
• Engage client in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products, or tools
• Work in a fast-paced and dynamic environment by assisting clients and delivering solutions-focused results
• Facilitate inbound/outbound opening of new accounts for potential clients who already indicated an interest in our platform and provide support for existing customers
• Desire to learn and utilize new concepts related to industry licensing, regulations, policies/procedures, available programs/services
• Excellent consultative, rapport-building, listening, and communication skills
• Always demonstrate a positive and professional image

Qualifications:

To land this role you will need:

• Strong mathematical, analytical, and problem-solving skills
• Strong attention to detail with emphasis on accuracy and timeliness
• Ability to determine minimum maintenance requirements for all currency pairs, CFDs, metals, and commodities
• The ability to calculate the liquidation values of the products we offer
• Excellent listening, written, and verbal communication skills
• Effective conflict resolution and problem-solving skills

What makes you stand out:

• Approachable, flexible, dependable, and conscientiousness
• Strong command of computer and typing skills. Representatives will typically navigate through 4-5 software systems simultaneously
• Keen interest in the investment and financial services fields
• Demonstrates self-confidence and the ability to maintain composure in difficult situations

Education / Certification Requirements:

• BS/BA Degree preferably in Finance, Business Management/Administration, or an equivalent combination of education, training, and experience Integrity and the ability to handle sensitive information and maintain confidentiality

#LI-Hybrid #LI-KV1