Client Operations Specialist

TMGM (TradeMax Global Markets) is a leading multi-asset broker headquartered in Sydney, Australia, offering trading services across Forex, CFDs, indices, commodities, shares, and cryptocurrencies. Founded in 2013 by experienced traders, TMGM was built with the mission of providing clients with a seamless and secure trading experience powered by cutting-edge technology and superior liquidity.

At TMGM, we are seeking a Client Operations Specialist to join our dynamic team within the financial industry, specifically focusing on CFDs (Contracts for Difference). You will play a pivotal role in managing and executing our promotional campaigns from an operational and quality assurance perspective. You will develop a deep understanding of various promotion types, rules, and CRM configurations to ensure that client application processes are handled with precision and fairness. Through close collaboration with cross-functional teams, you will help enhance the end-to-end client experience. This role requires a keen eye for detail, strong data and system thinking, and the ability to identify process gaps and drive continuous improvement.

Key Responsibilities

Campaign Execution & Support

• Coordinate end-to-end execution of promotions and campaigns (e.g. deposit bonuses, trading competitions, referral programs)
• Work closely with the Marketing, CRM and Compliance
• Prepare campaign briefs and T&C.

Operations & Compliance

• Ensure all promotions comply with local regulatory requirements and internal company policies.
• Liaise with compliance teams for promotional approvals.
• Maintain accurate promotion records, including T&Cs, logs, and internal trackers.

Platform & Tool Coordination

• Use CRM tools, promotion engines, and backend dashboards to set up and monitor campaigns.
• Collaborate with Tech/Dev teams to test and QA promotional mechanics before go-live.

QA and Process Improvement

• Conduct QA reviews by operations staff, including both promotion application processing and client account setup, to ensure that eligibility criteria are correctly applied and that all configurations within the CRM system align precisely with defined promotion rules and the expected client experience.
• Support operation staff by identifying recurring errors or inconsistencies in promotion processing, and provide clear QA insights on SOP adherence, rule misinterpretations, and data handling issues.
• Strengthen communication between QA and promotion operations teams, ensuring that customer feedback and QA findings are systematically documented and integrated into the continuous improvement of processes, rules, and systems.
• Generate detailed QA reports after each review cycle, highlighting key findings, pass/fail rates, rule violations, and process inefficiencies, to support management in performance evaluations, targeted training, and operational improvements.
• Contribute to the improvement of promotions workflows, approval timelines, and automation where possible.
• Identify inefficiencies and propose solutions to enhance execution speed and accuracy.

Requirements

• At least 2 years of experience in an operations team within the CFD industry or other financial industries is preferred.
• Strong project management skills with a proven ability to oversee multiple projects concurrently in a fast-paced environment.
• Strong attention to detail and a commitment to accuracy.
• Quick learner with the ability to absorb and apply information efficiently.
• A team player with excellent collaboration skills.
• Proficiency in Microsoft Office (advanced Excel skills are an advantage).
• Willingness to work on public holidays.
• Bilingual proficiency in English and Chinese (Mandarin).

Benefits

• Celebrate your tenure with us Receive generous milestone anniversary gifts that grow with each year of service.
• Join a vibrant workplace culture with fantastic team-building activities, fostering camaraderie and collaboration among colleagues.
• Prioritize your well-being Access our Flexible Spending Account (FSA) for various health and wellness needs.
• Invest in your growth Access annual training opportunities tailored to your role.
• Celebrate your tenure with us Receive generous milestone anniversary gifts that grow with each year of service.
• Join a vibrant workplace culture with fantastic team-building activities, fostering camaraderie and collaboration among colleagues.
• Prioritize your well-being Access our Flexible Spending Account (FSA) for various health and wellness needs.
• Invest in your growth Access annual training opportunities tailored to your role.