Key Responsibilities

Provide exceptional service as the primary contact for clients, ensuring optimal outcomes

Respond to client queries via phone, chat, and email in a timely and professional manner

Investigate trading-related issues and deliver clear, concise interpretations to clients

Support clients with technical queries across all trading platforms offered

Maintain high levels of accuracy and compliance in managing client records

Liaise with multiple departments to efficiently resolve customer queries

Stay up to date with changes and developments through ongoing training and learning modules

Knowledge, Skills & Experience

Minimum 1 year of experience in a similar role within the financial services industry

Ability to work both independently and collaboratively within a team environment

Proactive and analytical approach to problem-solving

Strong interpersonal and communication skills, with the ability to build trust and rapport with clients

RG146 accredited (or willingness to obtain accreditation)