Client Service Representative

il y a 2 jours

Beyrouth, Beyrouth, Liban Atrium HR Consulting Temps plein


Client Service Representative (Beirut, Lebanon) - Onsite

Our client is a market-leading provider in CFD trading, offering contracts for differences in hundreds of global financial markets. They seek an experienced and self-driven Client Service Representative for a financial brokerage offering FX and CFDs. 

The successful candidate must be proactive, well-organised, and friendly to join their financial institution. The ideal candidate will be responsible for responding to customer queries, opening accounts, and transferring deposits and withdrawals requested by clients.

Job Responsibilities:

  • Respond to customer queries in a timely and accurate way, via phone, email or chat
  • Handle the full account opening, renewal, update and account closing process from filling in contracts, requesting required documents, reviewing filled applications and following up with clients
  • Prepare daily and monthly compliance reports such as the files update status, power of attorney, CDD and others
  • Processed the client's data and account opening on CRM while communicating with the compliance department to ensure the segregation of duties
  • Process transfers, deposits and withdrawals requested by clients after ensuring that the right processes were followed, reviewing the necessary forms and communicating with the back office and accounting departments
  • Respond to customer queries in a timely and accurate way, via phone, email or chat.
  • Keep track of customer expectations and recurring issues.
  • Check the missing documents required for renewal and communicate with clients to request them.
  • Prepare periodic reports to inform management of any inactive or dormant accounts.
  • Handle customer requests, questions, and complaints on a variety of support channels.
  • Follow up with customers to ensure their technical issues are resolved.
  • Monitor customer complaints and reach out to provide assistance
    Inform customers about new features and functionalities.

Qualifications and Experience:

  • Bachelor's Degree in Business or Finance
  • 3+ years of experience in a customer support role
  • Experience in financial sector regulations
  • Experience in dealing with ticketing systems
  • An understanding of financial brokerage within the FX and CFDs industry

Skills:

  • Excellent interpersonal, communication, and negotiation skills
  • Excellent communication, time management, and problem-solving skills
  • Ability to multi-task and meet deadlines
  • Proficiency in MS Office
  • Fluent in English


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