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Building Client Relationships

3 weeks ago

Sydney, New South Wales, Australia beBeeRelationship Full time $100,000 - $150,000
Client Relationship Manager Job Description

Vantage is a global multi-asset brokerage firm. We offer trading opportunities in CFDs for Forex, Commodities, Indices, Shares, and Cryptocurrencies.

Key Responsibilities:
  • Positioned as a direct point of contact for clients throughout their account lifecycle.
  • Ensure allocated clients are introduced to our products and services, contacted regularly, and managed appropriately throughout the account lifecycle.
  • Engage clients through outbound calls/emails.
  • Address, resolve, and/or escalate client disputes and queries in a timely manner.
  • Proactively grow the client base through networking and referrals.
  • Pursue and follow up on client referrals and partnership opportunities.
  • Acclimate clients to our trade technology and core trading functionality.
  • Acclimate clients to our tradable product offering and relevant specifications.
  • Assist with various administrative functions including deposits, withdrawals, adjusting leverage, etc.
  • Educate clients on price trends, market concepts, and trade strategy, especially risk management practices.
  • Provide general advice on key market concepts, including price trends, technical, and fundamental strategy, risk management practices.
  • Attend and support client appreciation events, industry events, and workshops.
  • Collaborate with internal stakeholders to produce better process outcomes.
  • Communicate effectively with clients, team members, management, and internal stakeholders.
  • Adhere to the regulatory framework governing client accounts and retail trading environment set out by ASIC.