Trade dispute resolution, retention and complaint management.
Supporting our various technical and mobile platforms, as well as generally assisting with any client queries that arise.
Front-end payment support and assistance with queries. Processing deposits and account opening during office closed hours.
Once fully competent in all aspects of client support, more responsibility will be given for executing trades.
Customer retention and feedback.
In the longer term, the successful candidate may be given exposure to direct client management.
24 hours multilingual services.
Adviser and consultant to the On-Boarding Manager.
Ensure departmental policies and procedures are adhered to.
To open new customer accounts and maintain existing records in line with policies and procedures for the Spread Betting, CFD and Forex departments.
Act on behalf of the On-Boarding & AML Manager in her absence.
Opening accounts in accordance with Company policy and procedure.
Providing white label specific support on account opening.
Depositing all bank transfers to LCG.
Investigate any deposits issues.
Following Anti-Money Laundering policy and procedure.
Ensuring effective delivery of the service, meeting SLA standards.
Reviewing, approving and opening spread betting, CFD and Forex accounts including assessing client suitability.
Preparation, maintenance, filing and scanning of customer. Documentation, ensuring it meets regulatory requirements.
Processing faxes, post and phone enquiries relating to account Applications.
Screening clients for sanctions, PEP and adverse media.
Generation of letters for new and prospective clients.
Reporting any suspicious deposits, withdrawal or activities to the Compliance department, customer services & retention supervisor, senior customer services and retention associates and to Global Head of customer services and retention.
Educated to degree level.
Fluent in English, Spanish or Portuguese (verbal and written).
Excellent interpersonal and communication skills.
High level of numeracy.
A keen, demonstrable interest in – and understanding of – financial markets.
Six months’ experience working in a client-facing, administrative role (which could have been gained either through a “gap year” or as part of a student part-time role).
Minimum 3 years’ experience in customer services and retention role.
High level of accuracy and attention to detail.
Minimum 6 months experience using CRM, Chat, phone and social media services.
Works well under pressure.
Self-motivated and able to work at a consistently high standard.
Able to be proactive when necessary.
A logical and analytical approach.
Very well organised with good time management skills.
Computer literate in Microsoft Office.