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