Sr. Client Service Associate managing client onboarding and support for Wealth Enhancement firm. Facilitating client experience and administrative tasks in a hybrid work environment.
About the role
- Client Services Associate resolving client inquiries at a leading trading platform through expert assistance and fostering trust. Ensuring excellent client experiences driving satisfaction and retention.
Responsibilities
- Serve as the go-to expert for clients via live chat, email, and phone, triaging inquiries, troubleshooting issues, and ensuring prompt, accurate resolutions.
- Guide new and existing clients through onboarding, KYC verification, and compliance steps with clarity and empathy.
- Conduct personalized walkthroughs of our trading platform’s features, empowering clients to trade confidently.
- Gather and analyze client feedback to identify pain points, inform product enhancements, and elevate our service standards.
- Maintain open communication with cross-functional teams to escalate complex issues and champion client needs.
- Stay informed of competitor offerings and financial market trends to provide informed, value-adding support.
- Foster long-term client relationships through professionalism, patience, and proactive communication.
Requirements
- Language Proficiency: Proficiency in English, with strong verbal and written communication.
- Interpersonal Communication: Advanced ability to engage professionally, build rapport, and convey complex information clearly.
- Active Listening & Problem-Solving: Skilled at understanding client and team needs, diagnosing issues, and proposing effective solutions.
- Adaptability & Learning Agility: Eagerness to learn and thrive in the fast-moving trading industry, adjusting to changing priorities and processes.
Benefits
- Competitive Salary: We believe great work deserves great pay! Your skills and talents will be rewarded with a salary that makes you feel valued and motivated.
- Work-Life Harmony: Join a company that genuinely cares about you - because your life outside of work matters just as much as your time on the clock. #LI-Hybrid
- Annual Performance Bonus: Your hard work doesn’t go unnoticed! Celebrate your achievements with a well-deserved annual bonus tied to your performance.
- Generous Time Off: Need a breather? Our annual leave policy lets you recharge and enjoy life outside of work without a worry.
- Employee Referral Program: Love working here? Share the love! Bring your talented friends on board and get rewarded for growing our awesome team.
- Comprehensive Health & Pension Benefits: From medical insurance to pension plans, we’ve got your back. Plus, location-specific benefits and perks!
- Workation Wonderland: Live your digital nomad dreams with 30 extra days to work remotely from anywhere in the world (some restrictions apply). Adventure awaits!
- Volunteer Days: Make a difference! Take two additional paid days each year to support causes you care about and give back to the community.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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