Financial Services Representative

2 weeks ago

Melbourne, Victoria, Australia Tradu Full time

Vacancy Name

Financial Services Representative

Vacancy No

VN1314

Employment Type

Regular Full-Time

Location

Melbourne

Job Details

Principal Duties & Responsibilities including but not limited to:
Primary:

- Assist clients in opening, activating, and funding their trading accounts by providing guidance on accessing FXCM's platforms and deposit channels
- Address clients' inquiries regarding their trading accounts, such as deposits, withdrawals, and account status, by communicating with Operations
- Be alert with global financial news and intelligently articulate financial and market-related 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.
- 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.
- Proactively engage in client outreach to enhance regional performance.

Additional Responsibilities:

- 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:

- Must have strong verbal and written communication skills.
- Critical thinking and problem solving skills.
- Excels in dynamic environments
- Bachelor Degree.
- Strong MS Office skills.
- 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 accuracy - an advantage.
- Effective communication skills, analytical skills and adaptable.
- Enthusiastic about customer service, analysis and problem solving.
- Career minded and interested in long-term career growth.
- Must meet the Fitness and Propriety Requirements as prescribed by the FCA.

Working Hours: 40/week, Monday-Friday. Hybrid: 3 days in-office.

All Stratos Trading PTY Limited employees must be eligible to work in Australia.

Information provided will be treated in strict confidence and only be used for recruitment-related purposes.

Leading provider of online foreign exchange (FX) trading, CFD trading and related services. Founded in 1999, the company's mission is to provide global traders with access to the world's largest and most liquid market by offering innovative trading tools, hiring excellent trading educators, meeting strict financial standards and striving for the best online trading experience in the market. Clients have the advantage of mobile trading, one-click order execution and trading from real-time charts. In addition, we offer educational courses on FX trading and provides trading tools, proprietary data and premium resources.

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