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Client Services and Trade Support Executive
- Posted 24 April 2019
- Salary £27000 - £30000 per annum
- Location
- Job type Permanent
- Discipline Banking Operations
- ReferenceBBBH14447_1556124875
- Contact NameBethany Singer
Job description
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