Responsibilities:
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Assist Compliance with the processing of Know-Your-Client documentation;
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Ensure that all necessary KYC and verification documents are collected;
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Ensure that all communications with clients are properly recorded in the CRM system;
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Maintaining client relationships, including retail and corporate clients;
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Accepting client phone calls and redirecting clients to relevant departments and documents as and if needed;
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Providing technical support to clients in relation to the Company’s platform, website and guiding customers;
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Providing technical support in relation to configuration of back office profiles, pricing, commissions, payments/rebates, margins, interest, accounting books, account moves and others;
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Act as ambassador with regards to the quality of the information provided to clients and assist in ensuring customer satisfaction.