Retain and grow your customer portfolio through providing personalized support and access to information our customers need
Provide exceptional customer experience and act as point of contact to our high net worth customers resolving any issues and offering support across their experience with us
Ensure to hit personal KPIs (net deposits/ active traded clients/ call time, etc.);
Improving customer service quality/experience, productivity and profitability;
Answering e-mails, assisting with client deposits, trading, withdrawals, and client training;
Cooperation with relevant departments to resolve issues and complaints in a timely manner;
Providing accurate information to clients regarding the company?s products and services;
Preparing and presenting financial market updates on a regular basis;
Updating daily, weekly and monthly reports in relation to customer portfolio;
Maintain an excellent knowledge of the company?s offers;
Updating internal systems with accurate information;
Providing feedback to relevant departments on customers needs; expectations and frustrations
Meeting company core values on a daily basis inside and outside the office;
Adhering to all compliance and security requirements
