Client Services Executive (shift-basis) English with Polish or Portuguese
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Capital Index is a CySEC and UK Financial Conduct Authority regulated broker offering online CFDs and Financial Spread Trades to the retail audience. Currently experiencing phenomenal growth, the company staff consists of traders and professionals with knowledge, experience and a reputation in the financial markets
Review all new account applications, requesting the appropriate supporting documentation from applicants where required, and highlight suspicious and / or fraudulent applications and documentation.
Log and file, both electronic and hard copy, all documentation and information received in relation to all accounts both generated by the customer due diligence on-boarding process and the Company’s ongoing KYC, AML and CFT responsibilities.
Explain the Company’s product to prospects, applicants and clients with the objective of converting the party to the next stage of the onboarding, sales and retention process. This will require interaction by telephone, email and live chat.
Troubleshoot prospect, applicant and client account sign-up, deposit, trading platform set-up and account access problems with the objective of converting the party to the next stage of the onboarding, sales and retention process.
Suggest content for and monitor accuracy of both the sales and client portal areas of the Company website with the objective of converting prospects, applicants and clients to the next stage of the onboarding, sales and retention process.
Monitor and store prospect, applicant and client feedback, highlighting both positive and negative feedback to management with the objective of improving onboarding, sales and retention process conversion.
This role would be suitable for someone looking for an exciting fast paced job within a growing brokerage, where hard work and enthusiasm are rewarded.
Based in our Limassol, Cyprus.
Prior client onboarding and customer service experience is desired within the Financial Services environment.
Excellent proficiency in English and numeracy with Polish or Portuguese as a business level second language.
Highly organised and structured approach.
Able to work to exacting timelines and standards with minimum supervision.
Excellent communication skills both written and verbally.
Customer-focused - commitment to maintaining excellent customer service standards at all times.
Can do attitude.
Attention to detail and high standards.
Proactive with good time management abilities.