My client a well-established FX Broker, based in the City are looking for a Client and Trade Support Executive. This is a fantastic opportunity for someone who has 1-2 years experience within a trade support position, understands CASS regulations and is looking for a dynamic team where they can gain exposure but also add value.

As a Client and Trade Support Executive you will be responsible for:

• Providing exceptional and professional support to clients via a variety of mediums (telephone, email, web) in relation to foreign exchange services; not limited to the firms online platforms and technologies, trade queries and statement requests
• Developing and maintain client relationships through excellent service
• Educating clients on processes where appropriate, to reduce future dependency and contact
• Supporting efficient cash flow and treasury management through the timely collection of outstanding transaction settlement, and the effective collection of margin and deposit requirements
• Comply with regulatory requirements including GDPR and CASS obligations
• Escalate any complaints or non-settlement suspicions to the Client and Trade Support Manager
• Ensure process manuals are available for all tasks, ensure they are correct and updated accordingly
• Act as the main point of contact and superuser for the online platform and provide suggestions of how to improve the platform
• Promote the online platform to clients to enhance security and help them to become self-sufficient. As a result, reduce queries and the need for manual processes
• Providing support with department related projects and tasks as requested

• Providing ongoing recommendations and process enhancements to consistently improve the client experience
• Providing support with User Acceptance Testing as and when required

As a Client and Trade Support Executive you will need:

• 1-2 years' experience within trade support and client services
• Understand CASS Regulations
• Have experience with CRM systems
• Excellent commercial and technical understanding and awareness of the foreign exchange market
• Strong service skills, putting the client at the heart of your approach
• A collaborative working style and approach to problem solving