Client Management Associate
- 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 and Commodity trades, provide quotes and facilitate discussions regarding equity markets, fixed income markets, international markets and economic conditions
- 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: Strong mathematical, analytical and problem solving skills
- Strong attention to detail with emphasis on accuracy and timeliness
- Ability to determine minimum maintenance requirements for all currency pairs, CFD's, metals and commodities
- The ability to calculate the liquidation values of the products we offer
- 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
- Effective conflict resolution and problem solving skills
- Approachable, flexible, dependable, and conscientiousness
- 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
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