Questrade FX
1 day ago
Toronto, ON, Canada
Questrade Financial Group
Full-time
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Join Questrade Financial Group as a Client Manager for Online FX & CFDs in a hybrid workplace. Elevate client experiences and drive engagement through your financial expertise and relationship-building skills.
This role is essential for nurturing client relationships within the FX and CFDs market. As a Client Manager, you'll not only connect with your book of clients via diverse communication methods but also conduct outreach that influences their trading decisions positively and boosts client retention.
Key Responsibilities
• Engage clients through inbound and outbound communication
• Proactively identify low engagement clients
• Simplify financial information to cater to client needs
• Participate in team meetings for strategy enhancement
• Uphold Questrade policies and processes
Requirements:
• Bachelor’s degree or diploma in finance/business
• Minimum 1 year of client service experience
• Basic knowledge of forex and derivatives
• Effective communication skills
• Competence in SQL and databases Utilize your skills to advocate for clients and become a trusted expert in FX at Questrade.
Key Responsibilities
• Engage clients through inbound and outbound communication
• Proactively identify low engagement clients
• Simplify financial information to cater to client needs
• Participate in team meetings for strategy enhancement
• Uphold Questrade policies and processes
Requirements:
• Bachelor’s degree or diploma in finance/business
• Minimum 1 year of client service experience
• Basic knowledge of forex and derivatives
• Effective communication skills
• Competence in SQL and databases Utilize your skills to advocate for clients and become a trusted expert in FX at Questrade.