Client Relationship Representative
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will collaborate with your team and executives to support the RFED business, execute FX orders for US clients, and respond to questions about positions, trades, statements, platforms, and payments. You will onboard new clients, build customer relationships, input trades, check daily trades, and contribute ideas that improve business functions and processes.
Requirements
- 1-4 years of related industry experience
- Knowledge of financial markets
- Interest in economic and market events
- Strong customer service skills
- Strong client engagement skills
- Strong written and oral communication skills
- Willingness to become registered and authorized with the NFA
- Series 3 preferred
- Series 34 preferred
Responsibilities
- Collaborate with the team to deliver results based on business goals
- Act as a liaison between the team and executives
- Assist with developing and directing the RFED business
- Execute FX orders for US clients
- Help clients with questions about positions, trades, statements, platforms, and payments
- Listen actively on every client call
- Reach out proactively to new clients during onboarding and funding
- Serve as a point of contact for clients
- Enhance the client experience and build customer relationships
- Assist with strategic business ideas
- Recommend improvements to business functions, processes, and technology
- Input trades
- Check off the day's trades
