Financial Services Representative

3 weeks ago

Melbourne, Victoria, Australia FXCM Full time

Vacancy No

  • VN775

Employment Type

  • Regular Full-Time

Location

  • Melbourne

Job Details

Key responsibilities include (not limited to):

  • Self manage outbound call campaigns in order to provide added value services to existing and new customers. Promote sales for FXCM's products and services, thus driving up the amount of deposit and developing long-term relationships with clients
  • Assist clients in opening an individual trading account and provided guidance on accessing FXCM's online trading platforms and deposit channels
  • Address client's inquiries in regard to their trading accounts, such as deposit and withdrawal processing status
  • Assist clients to complete individual FX/CFD trading account documentations and review
  • Assisted clients to submit or forward client's uploaded onboarding documents to operation team for final account approval and get client's account set up.
  • Conduct KYC to understand client financial and investment backgrounds and investment concerns, offered resolution to maintain client's retention levels, while at the same time actively looking for upsell opportunities
  • Be alert with global financial news and intelligently articulate financial and marketrelated concepts as well as FXCM products and services to clients so as to offer general trading opportunities.
  • Assist with trade audit inquiries and made sure trades were executed correctly, helped investigate trade audit cases and submitted adjustments
  • Go beyond "customer service." Skillfully probe for, listen, and understand client needs to provide resources and solutions to improve clients' trading experience and results.
  • Intelligently articulate financial and marketrelated concepts as well as FXCM products and services.
  • Mediate a variety of situations, conversations and customers with composure and professionalism.
  • Consistently take initiative to learn about the markets, FX industry and new FXCM platforms and products.
  • Be a team player and proactively collaborate with the Financial Services Team to manage time, resources, volume, and customer feedback.
  • Consistently achieve departmental and individual metrics.

Additional Responsibilities obligatory for all employees regardless of role:

  • Adhere to the FCA's Conduct Rules.
  • Adhere to all company policies and procedures.
  • Ensure good customer outcomes are achieved particularly where the interests of the Company conflict with those of customers.
  • Attend all annual mandatory compliance/regulatory training including but not limited to Conduct Risk and Treating Customers Fairly.
  • Complete all assigned mandatory trainings.

Critical Knowledge, Skills & Experience
***Job Holder should have:

  • 02 years of sales or analyst experience with proven track record.
  • Must have strong verbal and written communication skills.
  • Critical thinking and problem solving skills.
  • Bachelor Degree.
  • Strong MS Office skills.
  • Must be flexible to work rotational day and night shift.
  • Follow global market trends and events and effectively discuss news releases and trade setups.
  • Ability to navigate basic and advanced mathematical examples with proficiency and accuracyan advantage.
  • Effective communication skills, analytical skills and adaptable.
  • Enthusiastic about customer service, analysis and problem solving.
  • Career minded and interested in longterm career growth.
  • Must meet the Fitness and Propriety Requirements as prescribed by the FCA.

Company Description

The FXCM group of companies (collectively, the "FXCM Group") is a leading provider of online foreign exchange (forex) trading, CFD trading, spread betting and related services.

Our mission is to inspire global traders with access to the world's largest and most liquid market.

By offering the most innovative trading tools, hiring the best trading educators, and meeting strict financial standards to protect trader funds, we strive for the best online trading experience in the market.

**We are an Equal Opportunity Employer.

  • Customer Service Representative

    3 weeks ago

    Melbourne, Victoria, Australia Mercedes-Benz Financial Services Australia Full time

    Aufgaben: CUSTOMER SERVICE REPRESENTATIVE Accelerate your career with Mercedes-Benz Financial Services Challenge yourself with a steep learning curve, ability to work flexibly Join an exciting, high performing automotive financial services businessAt Mercedes-Benz Financial Services Australia, we offer financial solutions and convenience that retailers and...

  • Service Delivery Manager

    3 weeks ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    Be part of a team where everyone belongs, and individuality is celebrated Contribute to the financial wellbeing of our 2 million+ clients across Australia We support flexibility and hybrid workingThe OpportunityReporting to the Technical Services Practice Manager, this role sits within a close-knit team who are passionate and focussed on delivering technical...

  • Service Delivery Manager

    3 weeks ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    Service Delivery Manager Be part of a team where everyone belongs, and individuality is celebrated Contribute to the financial wellbeing of our 2 million+ clients across Australia We support flexibility and hybrid workingThe OpportunityReporting to the Technical Services Practice Manager, this role sits within a close-knit team who are passionate and...

  • Financial Planning Assistant

    3 weeks ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    Join our Team as Financial Planning Assistant Looking for a role to kickstart your career? At Shadforth, we're offering a Financial Planning Assistant position that requires no prior experience. You'll handle task management, compliance, paperwork, client interactions, email responses, advisor support, calendar management, and more. Our experienced...

  • Client Services Representative

    3 weeks ago

    Melbourne, Victoria, Australia E&P Financial Group Full time

    The CompanyE&P Financial Group (E&P) is an ASX-listed financial services business with an international network of experienced industry specialists working across wealth management, SMSF accounting, corporate advisory, institutional sales and trading, research, and funds management.E&P has offices in Sydney, Melbourne, Canberra, Brisbane, New Jersey and Hong...

  • Financial Planning Assistant

    3 weeks ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    Financial Planning AssistantThe opportunity to join our teamWhat you will bringWhile you don't need to have experience in a similar role, we're really looking for someone with a positive, can-do attitude who has sound knowledge of superannuation, pensions and investments. Maybe you're a recent graduate who is looking for that first step towards their dream...

  • Customer Service Representative

    3 weeks ago

    Melbourne, Victoria, Australia Prowell Group Full time

    Multiple Financial Sector RolesOur client is a leading financial services company who is looking to fill an Account Executive and multiple Customer service positions. They are offer experience and innovative financial solutions with a strong presence in the Australian market and committed to delivering excellence to ensure our clients' financial needs are...

  • Customer Support Representative

    3 weeks ago

    Melbourne, Victoria, Australia ISX Financial Full time

    Disputes AssociateWho we are?ISX Financial EU Plc is an EEA/EU Electronic Money Institution licensed by the Central Bank of Cyprus and the United Kingdom's FCA.The company provides payments, issuance of electronic money, IBAN addressable stored value accounts and KYC identityverification services to eCommerce merchants, regulated sector businesses and...

  • Customer Service Representative

    3 weeks ago

    Melbourne, Victoria, Australia The Services Company Full time

    Leading electronic payment technology company, who have been providing payment solutions for more than 30 years, are looking for an energetic Customer Service representative to join their fast paced, fun, collaborative and close knit team.Join a team of dedicated Customer Service Representatives assisting a number of banks and retail outlets with the upgrade...

  • Service Management Analyst

    3 weeks ago

    Melbourne, Victoria, Australia Latitude Financial Services Full time

    A newly created role to come and join our Money team and provide an outstanding technology service experience for the Latitude Money Platform (LMP) by driving continuous improvement in quality, reliability, and user experience for our customers and support teams across Australia and New Zealand.Latitude Money Technology is a newly assembled team of...

  • Customer Service Representative

    3 weeks ago

    Melbourne, Victoria, Australia Labourpower Recruitment Services Full time

    PURPOSE OF THE JOB:The Customer Service Representative is a key member of the Customer Service team who will provide end to end key account management to our internal and external customers.This is a largely autonomous role designed for a self-motivated individual who will go above and beyond to ensure our customers have experienced the highest standard of...

  • Customer Service Representative

    3 weeks ago

    Melbourne, Victoria, Australia Recoveriescorp Full time

    Customer Service RepresentativeCustomer Service RepresentativeJob no: 493038Work type: Contract, Full-timeLocation: Melbourne CBDCategories: CollectionsJoin our team as a Customer Service Representative as the front line of our operations, forging meaningful connections with our valued customers. You will deliver high levels of customer service to provide...

  • Financial Specialist

    3 weeks ago

    Melbourne, Victoria, Australia Farm Credit Services Full time

    Financial Specialist – Greenville, NCAgCarolina has an open position for a Financial Specialist. In this role, you will contribute to our mission by providing assistance to loan officers in the territory by gathering loan applications and financials, preparing reports, and assisting in other areas of loan administration and business development tasks. This...

  • Financial Specialist

    3 weeks ago

    Melbourne, Victoria, Australia Farm Credit Services Full time

    Financial Specialist – Fayetteville, NCAg Carolina has an open position for a Financial Specialist.In this role, you will contribute to our mission by providing assistance to loan officers in the territory by gathering loan applications and financials, preparing reports, and assisting in other areas of loan administration and business development...

  • Financial Specialist

    3 weeks ago

    Melbourne, Victoria, Australia Farm Credit Services Full time

    Financial Specialist – Greenville, NCAg Carolina has an open position for a Financial Specialist.In this role, you will contribute to our mission by providing assistance to loan officers in the territory by gathering loan applications and financials, preparing reports, and assisting in other areas of loan administration and business development tasks.This...

  • Customer Service Representative

    3 weeks ago

    Melbourne, Victoria, Australia Commonwealth Bank of Australia Full time

    Customer Service Representative - ReservoirPart Time Roster hours per week): Monday: 9.30am 4.15pm Tuesday: 9.30am 4.15pm Wednesday: 9.30am 4.15pm Thursday: 9.30am 4.15pm Friday: 9.30am 4.15pmDo work that mattersAs the public face of CommBank, the Retail Banking Services (RBS) team delivers a seamless banking experience to more than 10 million personal...

  • Customer Service Representative

    3 weeks ago

    Melbourne, Victoria, Australia Commonwealth Bank of Australia Full time

    Customer Service Representative - St AlbansPart Time Roster (24 hours per week): Monday: 9.30am 1.30pm Tuesday: 9.30am 4.00pm Wednesday: 9.30am 4.00pm Thursday: 12.00pm 4.00pm Friday: 12.30pm 4.30pmDo work that mattersAs the public face of CommBank, the Retail Banking Services (RBS) team delivers a seamless banking experience to more than 10 million...

  • Service Delivery Representative

    3 weeks ago

    Melbourne, Victoria, Australia Labourpower Recruitment Services Full time

    Based at Tullamarine, the Service Delivery Representative is a key member of the Service Delivery Team and is responsible for delivering improvements in customer service through effective resolution of escalated customer issues. The Service Delivery Coordinator is responsible for generating new business and customer retention by resolving repeated service...

  • Customer Service Representative

    3 weeks ago

    Melbourne, Victoria, Australia Commonwealth Bank of Australia Full time

    Customer Service Representative - Geelong West - Full-Time- **Kick-start your banking career with tailored development opportunities- Industry leading training & tech- Competitive salary & employee benefits38 hours per week: Monday-Friday: 8.30am4.50pmDo work that mattersAs the public face of CommBank, the Retail Banking Services (RBS) team delivers a...

  • Investment Specialist

    3 weeks ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    Permanent full-time positions in Melbourne and Sydney Hybrid working arrangements Be a part of our MLC Asset Management divisionThe RoleAs an Investment Specialist for Multi Asset Investments reporting to the National Sales Manager, you will play a pivotal role in propelling growth and maintaining funds under management (FUM) across our investment suite of...