Job Title: Customer Service Representative
Location: Watford, on-site
Salary: £25,500 - £26,500 per annum

Starting £25,500/annum to £26,500/annum (after 3 months’ probation period)

• Plus, Uncapped Bonus
• Base Salary offer is subject to increase in April 2025

Job Type: On-site, Permanent, Full Time
We are seeking a proactive individual to join us as a Customer Service Representative. Your primary role will be to engage with Canadian clients (Canadian hours: 1PM-10PM 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 7-day paid training (12PM-9PM) to candidates who are successful in their first interview ensuring they are equipped with the knowledge required to excel in their role.

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.

• Communicate with potential clients to provide pre-onboarding information, ensuring that 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 that 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.