Client Experience Representative

at  Market Traders Institute

About Us:
For the past 30 years, Market Traders Institute LLC. (MTI) has been a trailblazer in trading technology and investor education, headquartered in the beautiful Orlando, Florida. We empower investors to make smarter, faster, and bolder trading decisions using our exclusive strategies and state-of-the-art trading technology. MTI has proudly earned the titles of INC. 5000 (2015, 2016, 2017 & 2018) Fastest Growing Employee-Oriented Culture Companies in America and “Best Place to Work” in Central Florida.
Position Summary:
We are seeking a dedicated and knowledgeable Client Experience Phone Representative to join our Client Experience team. The primary responsibility of this role is to engage with our existing and new clients to ensure full utilization of our Financial Market training and software programs. Providing a great client experience with additional service followup appointments. The ideal candidate will have a strong understanding of MetaTrader 4 (MT4) and knowledge in the various financial Markets.

Primary responsibilities:

• Conduct setup calls with new subscribers to guide them through the initial setup process.
• Provide comprehensive onboarding support, including assistance with account setup, platform installation, and customization.
• Educate subscribers on the features and benefits of their subscription, focusing on MT4, Smart Trader and other relevant trading tools.
• Encourage clients to increase their subscription access and terms.
• Offer insights and support related to trading in various financial sectors, including stocks, options, Futures, forex, equities, commodities, and cryptocurrencies.
• Address and resolve customer inquiries and issues in a timely and professional manner.
• Handle additional inbound and outbound service phone calls as needed.
• Return calls from the voicemail queue promptly and efficiently.
• Maintain accurate records of customer interactions and set up call outcomes.
• Collaborate with the Engagement team to continuously improve the onboarding process and customer experience.
• Stay up-to-date with industry trends and updates related to financial trading.

Required Qualifications

• Proven experience in customer service, preferably in the financial services industry.
• Strong knowledge of MetaTrader 4 (MT4) and its functionalities is preferred.
• Understanding of trading principles across multiple financial sectors, including stocks, forex, commodities, and cryptocurrencies.
• Good attitude and friendly personality
• Excellent communication and interpersonal skills.
• Ability to explain complex concepts in a clear and concise manner.
• Strong problem-solving skills and attention to detail.
• Ability to work independently and as part of a team.
• High level of professionalism and customer-centric approach.

PHYSICAL REQUIREMENTS:

Physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work requires moderate physical effort and use of motor skills requiring manual dexterity. While performing duties of this job, employee will regularly stand, walk, stoop, kneel and crouch. Employees may lift, lower, push, pull or carry products up to a maximum of 25 pounds by hand. Require physical effort associated with using the personal computer to enter information. Must be able to read and hear verbal instructions in English.
Employment Statement
MTI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Qualified candidates will be asked to undergo a background screening

• Conduct setup calls with new subscribers to guide them through the initial setup process.
• Provide comprehensive onboarding support, including assistance with account setup, platform installation, and customization.
• Educate subscribers on the features and benefits of their subscription, focusing on MT4, Smart Trader and other relevant trading tools.
• Encourage clients to increase their subscription access and terms.
• Offer insights and support related to trading in various financial sectors, including stocks, options, Futures, forex, equities, commodities, and cryptocurrencies.
• Address and resolve customer inquiries and issues in a timely and professional manner.
• Handle additional inbound and outbound service phone calls as needed.
• Return calls from the voicemail queue promptly and efficiently.
• Maintain accurate records of customer interactions and set up call outcomes.
• Collaborate with the Engagement team to continuously improve the onboarding process and customer experience.
• Stay up-to-date with industry trends and updates related to financial trading