Customer Service Representative at Fortrade Canada Ltd

Garston, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

26 Jan, 26

Salary

26500.0

Posted On

28 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Strong Communication Skills, Proficiency In CRM Programs, Client Tracking, Compliance Management, Performance Targets, Regulatory Compliance

Industry

Financial Services

Description

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 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. 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.

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Responsibilities

The Customer Service Representative will engage with Canadian clients via phone and email, ensuring a smooth onboarding process and assisting them in understanding trading concepts. They will also provide educational materials and ensure compliance with CIRO regulations.