
Senior Client Advocate
9 hours ago
Job Summary: We are seeking a motivated and professional Client Services Representative to join our dynamic, multi-national team. The ideal candidate will have strong client service experience, good math and technical aptitude, and the ability to troubleshoot and explain complex subjects.
Key Responsibilities:- Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment with an emphasis on courtesy.
- Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering and Compliance on common issues.
- Contribute to the development of client service systems, policies and procedures.
- Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email or online chat.
- Experience in a fast-paced client service environment is essential, but not necessarily with a financial services background.
- Bachelor's or advanced degree preferred but not essential.
- In-depth understanding of financial instruments: stocks, securities options, futures, options on futures, foreign exchange and fixed income preferred but not essential.
- Registrations: FINRA Series 7, 63 or ability to obtain licenses.
- Multi-language skills are a plus.
We offer modern offices with multi-monitor setups, private medical insurance coverage, and unique opportunities for career progression and job scope expansion in a global company.
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