Base salary offer is subject to increase in April 2025)
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 (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:
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Communicate with potential clients to provide pre-onboarding information, ensuring that they understand the basics of our services and products.
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Provide educational material to clients in line with CIRO regulatory requirements, including outlining risks associated with trading.
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Assist clients in the initial steps of setting up accounts while ensuring that all necessary compliance steps are adhered to before full onboarding.
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Ensure compliance with all CIRO regulations, including proper documentation, and the completion of necessary regulatory disclosures.
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Build strong relationships with clients, fostering trust and addressing their inquiries promptly.
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Stay updated on CIRO policies and regulatory developments through in-house training and external professional development initiatives.
Required Qualifications:
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Strong communication skills, both over the phone and via email.
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Proficiency in CRM programs and relevant software for client tracking and compliance management.
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Ability to meet performance targets while ensuring full regulatory compliance during client onboarding.
Employee Benefits:
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Full in-house training & development, including training on CIRO compliance and regulatory standards.
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Employee wellbeing program
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Free parking on-site
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Contributory pension scheme
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Fast progression opportunities
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Salary increase each year
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Office incentives
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Monthly and weekly spending vouchers for top performers
Fortrade Canada Limited is authorized and regulated in Canada by the Canadian Investment Regulatory Organization