As a Client Management Associate, you will be the first point of contact for clients, assisting them with trading inquiries, account management, and product support via phone, email, live chat, and in-person interactions. You'll provide exceptional service in a dynamic and fast-paced environment, ensuring client satisfaction through effective communication and problem-solving. This role involves onboarding new clients and offering continuous support for existing ones, while navigating multiple systems to deliver timely, accurate solutions. You will play a key role in maintaining the firm's high standards of service excellence and client satisfaction.
業務内容:
Handle trading inquiries and client issues via phone, email and live, interactive chat, as well as face-to-face chats
Provide client support by answering inbound phone calls and/or e-mail regarding accounts, policies, services and available products
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
応募資格:
Good 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
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
