Client Relationship Representative
About The Position
As a Client Relationship Representative, you will work closely with your team, communicating with them about the financial news, current events, and problems of the day. You’re upbeat and enthusiastic, and you have an open mind and a curious, can-do attitude. You, like us, understand the importance of collaboration and are driven to be the best in what you do. You embody our three core values – to champion the client, deliver at pace and raise the bar. We work in a fast-paced project environment where change is constant. If you’re up for the challenge, you’ll have opportunities to try new things and broaden your skills quickly through exposure to the executive team and new experiences. We are looking for tenacious, curious, eager, open-minded people with a go-getter personality to maintain our leadership positions. We are seeking candidates with a genuine interest in financial markets and a desire to build a career in this dynamic industry.
Requirements
- Self-motivated individual who can deliver measured results
- At least 1-4 years of related industry experience
- Knowledge of financial markets and show daily interest in economic and market events
- Strong customer service and client engagement skills
- Strong communication skills, both written and oral, are vital, especially when liaising with clients
- Open to being registered and authorized with the NFA to carry out this function
- Candidates who do not have the Series 3 at the time of hiring will be expected to obtain it within six weeks of starting.
- Candidates who do not have the Series 34 at the time of hire will be expected to obtain this license within an agreed amount of time to be discussed with the hiring manager.
Nice To Haves
- Series 3 and Series 34 strongly preferred.
Responsibilities
- Collaborate with a team to deliver results based on goals created by tastyfx
- Liaison between team and executives to help create synergy for the RFED Business
- Assist with developing and directing the RFED business
- Execute orders for US clients on FX
- Help clients with inquiries about their positions, trades, statements, issues with their platforms and payments
- Demonstrate impeccable active listening skills on each and every call, listening with the intent to understand, not with the intent to reply.
- Proactively outreach to our new clients to ensure a smooth onboarding and funding journey
- Act as a point of contact for clients and continuously enhancing the client experience, building rapport with customers, and growing positive working relationships
- Assist the team with strategic business ideas and provide useful input accordingly
- Encourage and offer your opinions to enhance business functions, processes, and technology
- Inputting trades and checking off the day's trades.
Benefits
- Performance Bonuses
- Stock Purchase Options
- 401k Plan
- Medical/Dental/Vision Benefits
- Continued Education Support
- 20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!)
- 10 Paid Sick Days
- Gym Membership Reimbursement
- Commuter Benefits
- Pet Insurance
- Wellness & Mental Health Programs
- Charitable Donation Matching
- Two Paid Volunteer Days Off
- Daily catered lunch when in the office
- Full kitchen with snacks and beverages
- In-building gym
- Shuttle to/from Metra
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
