Client Management Associate

Associate

Client Management Associate

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  • Date posted
    April 20, 2026
  • Expiration date
    July 20, 2026
  • Application ends
    July 20, 2026

Our Client Currently looking for Client Management Associate

Responsibilities

Primary duties will include:

 

  • Handle all c lient enquiries by telephone, chat and e-mail in a timely and professional manner. Types of enquiries include, but are not limited to, general questions about the products and trading platforms, account opening, funding status and procedures, trade investigations and trade management, and first-line support for the trading platforms.
  • Learn and use proprietary software, trading platforms, systems and other offered products.
  • Identify and investigate platform i ssues . This includes communicating such issues to other support areas.
  • Work with internal departments to address client issues . This includes, but is not limited to, marketing, sales, compliance, treasury, operations, risk and IT.
  • Demonstrate a high level of knowledge of the product being traded.
  • Execute trading transactions within the risk parameters as set by the relevant risk desks
  • Monitor and transact all margin closeout transactions in line with the risk parameters as set by the relevant risk desks
  • Execute all internal requests from all areas of the business including FX hedge bookings and FX conversions in a timely manner
  • Maintain an appropriate level of competence through ongoing training, making requests for updates or development as required
  • Report control weaknesses, illegal, suspicious or unusual activity
  • Work to identify risks and enhance control across the business
  • Adhere to and proactively enhance the firm’s compliance with applicable laws, regulations and codes of conduct in all jurisdictions in which the Firm conducts business and which have an impact on its business
  • Maintain a high level of conduct, ethical standards and values
  • Ensuring that clients are treated fairly by knowing the custo mer and giving suitable advice where appropriate , providing an appropriate level of service, communicating clearly and fairly and ensuring complaints are reported.

Qualifications

To land this role you will need:

 

  • Strong telephone, email and written c ommunication skills required
  • A very good command of English is mandatory. Knowledge of Chinese or other foreign languages is preferred.
  • Previous customer service or call center experience
  • Ability to handle multiple tasks and enquiries simultaneously
  • Ability to work in a fast paced environment; ability to work with team members (both in house and overseas) , and independently, to address cu stomer enquiries consistently.
  • Experience with online trading is a benefit.
  • Previous Customer service experience , ideally within financial instruments or spread betting industry.

Education / Certificates:

 

  • Degree educated or equivalent
  • Are you interested in this position?

     

    Apply by clicking on the “Apply Now” button below!

     

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