Client Services Executive

11 hours ago

Toronto, Ontario, Canada CMC Markets Full time

As our Client Services Executive, you will work collaboratively with our Premium Client Management team and wider business. The Client Services Executive will play a major role in creating a positive client experience through exceptional service and problem solving.

The successful applicant will be fluent in both English and Chinese.

Are you an engaged and enthusiastic individual looking for:

  • Your next challenge? to work for a Global firm with an award-winning trading platform?
  • A company which focuses on growth and development
  • Company perks such as LinkedIn Learning, referral bonuses
  • 15 days vacation + birthday leave, RRSP contributions plus Health and Dental etc.
  • Convenient location, office in Downtown Toronto

ROLE AND RESPONSIBILITIES

  • Proactively respond to and manage inbound client queries through Phone, Email, Live Chat and Messaging, professionally and efficiently
  • Collaborate with the Client Services team in both London and APAC regions
  • Provide excellent and high calibre client service to ensure a positive experience for all clients, focusing on getting it right first time, acting as a brand ambassador in all client interactions
  • Responding to client enquiries and providing clients with product knowledge to ensure optimum utilisation of products and platforms
  • Proactively identify opportunities to improve the client experience
  • Maintain KPI and SLA targets, both individually and as a team
  • Escalate all client issues in a timely manner to appropriate levels to ensure a consistently high level of client service if required
  • Take ownership for ensuring accurate client information is recorded in relevant internal systems in a timely manner if required
  • Ensure compliance with RG146 certification, including annual CPD points
  • Provides on-going administrative support to the premium client managers to ensure a consistently high-quality client experience

KEY SKILLS AND EXPERIENCE

  • Strong customer service orientation
  • Strong resilience and capacity to work with customers at a variety of different knowledge and ability in a high-volume call centre
  • Operates with integrity and a highly client centric mindset
  • Demonstrates passion and enthusiasm for the financial services industry
  • Excellent verbal and written communication skills
  • Ability to work effectively as part of a team
  • Undergraduate degree in relevant discipline desirable (Business, Finance, Economics etc.)

CMC Markets is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of gender, sexual orientation, marital or civil partner status, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age.

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