Client Service Representative
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Client Service Representative (Beirut Lebanon) Onsite
Our client is a marketleading provider in CFD trading offering contracts for differences in hundreds of global financial markets. They seek an experienced and selfdriven Client Service Representative for a financial brokerage offering FX and CFDs.
The successful candidate must be proactive wellorganised and friendly to join their financial institution. The ideal candidate will be responsible for responding to customer queries opening accounts and transferring deposits and withdrawals requested by clients.
Job Responsibilities:
- Respond to customer queries in a timely and accurate way via phone email or chat
- Handle the full account opening renewal update and account closing process from filling in contracts requesting required documents reviewing filled applications and following up with clients
- Prepare daily and monthly compliance reports such as the files update status power of attorney CDD and others
- Processed the clients data and account opening on CRM while communicating with the compliance department to ensure the segregation of duties
- Process transfers deposits and withdrawals requested by clients after ensuring that the right processes were followed reviewing the necessary forms and communicating with the back office and accounting departments
- Respond to customer queries in a timely and accurate way via phone email or chat.
- Keep track of customer expectations and recurring issues.
- Check the missing documents required for renewal and communicate with clients to request them.
- Prepare periodic reports to inform management of any inactive or dormant accounts.
- Handle customer requests questions and complaints on a variety of support channels.
- Follow up with customers to ensure their technical issues are resolved.
- Monitor customer complaints and reach out to provide assistance
Inform customers about new features and functionalities.
Qualifications and Experience:
- Bachelors Degree in Business or Finance
- 3 years of experience in a customer support role
- Experience in financial sector regulations
- Experience in dealing with ticketing systems
- An understanding of financial brokerage within the FX and CFDs industry
Skills:
- Excellent interpersonal communication and negotiation skills
- Excellent communication time management and problemsolving skills
- Ability to multitask and meet deadlines
- Proficiency in MS Office
- Fluent in English
Employment Type
Full Time
