Client Management Associate

placeLondon calendar_month 

Overview:

Role Summary

Client Management Associates are responsible for responding to client inquiries in an accurate and timely manner through phones, chats or emails. Associates accurately apply procedural knowledge and guidelines to client calls, chats & emails while developing and managing client relationships.

The person will be sent to Tokyo to complete regulatory examination, and can work in Tokyo for 1-2 weeks per year.

Responsibilities:

Key Responsibilities
  • Being part of a team dedicated to handling all aspects of the customer experience
  • Handle incoming trading inquiries and client issues via phone, email and live, interactive chat
  • Trade research/Quotes
  • Provide client support by answering inbound phone calls and/or e-mail regarding accounts, policies, services and available products
  • Place Spot FX, CFD’s, Commodity and Equity trades, provide quotes
  • Engage client in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools
  • Work in a fast-paced and dynamic environment by assisting clients and delivering solutions-focused results
  • Facilitate inbound/outbound opening of new accounts for potential clients who already indicated interest in our platform and provide support for existing customers
  • Desire to learn and utilize new concepts related to industry licensing, regulations, policies/procedures, available programs/services
  • Excellent consultative, rapport-building, listening and communication skills
  • Demonstrate a positive and professional image at all times

Qualifications:

Skills, Knowledge & Experience Required
  • Good mathematical, analytical and problem-solving skills
  • Strong attention to detail with emphasis on accuracy and timeliness
  • BS/BA Degree preferably in Finance, Business Management/Administration, or an equivalent combination of education, training, and experience Integrity and the ability to handle sensitive information and maintain confidentiality
  • Excellent listening, written, and verbal communication skills
  • Approachable, flexible, dependable, and conscientious
  • Strong command of computer and typing skills. Representatives will typically navigate through 4-5 software systems simultaneously
  • Keen interest in the investment and financial services fields
  • Demonstrates self-confidence and the ability to maintain composure in difficult situation
  • Fluency in Japanese and English is a MUST
  • Welcome Fresh graduates
  • Working experience in a related brokerage environment is a plus
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