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Job Title: Customer Service Representative
Location: Watford, Hertfordshire (On Site)
Salary: Starting: £25,500/annum
After succesfully passing the 3 months’ probation period: £26,500/annum
Plus Uncapped Bonus
Job type: Full time, Permanent
We are seeking a proactive individual to join us as a Customer Service Representative.
Your primary role will be to engage with Canadian clients here in our UK office (UK hours: 12PM-9PM BST) via phone and email, ensuring a smooth and compliant onboarding process, and assisting them in understanding key concepts related to trading.
Embark on a rewarding career with us, assisting clients in understanding and accessing the financial markets. We provide 5-day paid training (9AM-6PM) to candidates who are successful in their first interview, ensuring they are equipped with the knowledge required to excel in their role.
Key Responsibilities:
- Communicate with potential clients to provide pre-onboarding information, ensuring that they understand the basics of our services and products.
- Provide educational material to clients in line with CIRO regulatory requirements, including outlining risks associated with trading.
- Assist clients in the initial steps of setting up accounts while ensuring that all necessary compliance steps are adhered to before full onboarding.
- Ensure compliance with all CIRO regulations, including proper documentation, and the completion of necessary regulatory disclosures.
- Build strong relationships with clients, fostering trust and addressing their inquiries promptly.
- Stay updated on CIRO policies and regulatory developments through in-house training and external professional development initiatives.
Required Qualifications:
- Strong communication skills, both over the phone and via email.
- Proficiency in CRM programs and relevant software for client tracking and compliance management.
- Ability to meet performance targets while ensuring full regulatory compliance during client onboarding.
Employee Benefits:
- Full in-house training & development, including training on CIRO compliance and regulatory standards
- Employee wellbeing program
- Free parking on-site
- Contributory pension scheme
- Fast progression opportunities
- Salary increase each year
- Office incentives based on performance
- Monthly and weekly spending vouchers for top performers
Fortrade Canada Limited is authorized and regulated in Canada by the Canadian Investment Regulatory Organisation.
