Client Service Representative

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.
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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