Overview
Join to apply for the Customer Service Representative role at Fortrade Ltd.
Location: Watford, Hertfordshire (office-based)
Salary/Incentives: Starting £25,500/annum; £26,500/annum (after 3 months’ probation period); Plus Uncapped Service Bonus.
We are seeking a proactive individual to join us as a Customer Service Representative. Your primary role will be to engage with Canadian clients (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 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 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 Organization.
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Other
Notes: This job description reflects the responsibilities and requirements for the role as described by the employer. No boilerplate or extraneous postings are included.
#J-18808-Ljbffr