Customer Service Brokerage Support
- Assist clients with account setup, maintenance, and updates.
- Provide clients with account updates such as trades, transfers and account adjustments.
- Monitor client accounts to ensure compliance with regulations and company policies.
- Respond to client inquiries via phone, email, and chat.
- Provide information on financial products, services, and account status.
- Resolve client issues promptly and escalate complex cases as needed.
- Support vulnerable customers with care and professionalism.
- Prepare and maintain accurate records of client interactions and transactions.
- Generate reports for clients and management as required.
- Collaborate with financial advisors, trading teams, and other team members to support client needs.
- Stay informed about industry regulations and company policies, identifying and mitigating potential risks.
- Experience in a brokerage or financial services environment or a strong interest in the financial market.
- Strong knowledge of financial products and brokerage operations.
- Proficiency in financial software and CRM tools, preferably Salesforce.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Detail-oriented with a high level of accuracy.
- Ability to work independently and as part of a team.
- Experience supporting vulnerable customers.
- Familiarity with regulatory documentation and reporting standards.
- Experience collaborating with financial advisors and trading teams.
- Ability to contribute feedback to process improvements.
- Advanced proficiency in data analysis and reporting.
- Experience with compliance and risk management in financial services.
- Prior experience with Salesforce or similar CRM platforms.
Recommended Jobs
Senior Trade Operations Specialist
Job Description At Gilead, we’re creating a healthier world for all people. For more than 35 years, we’ve tackled diseases such as HIV, viral hepatitis, COVID-19 and cancer – working relentlessl…
Building Surveyor
An established and forward-thinking Building Consultancy at the forefront of the commercial property sector is on the lookout for a talented Chartered Building Surveyor to join their growing team in L…
Sales Administrator
1. Retailer Account Management Manage item life-cycle - oversee existing product maintenance and new item setup across all commercial retailers and Amazon Manage promotional submissions and trac…
Bartender
New dive bar. Low lights. Loud nights. No BS. We’re the new (ish) kid on the block and we’re already getting a reputation—for strong drinks, filthy playlists, and zero tolerance for bad vibes. Now…
Attendance and Engagement Officer - Holborn
Salary: £25,000 - £27,000 per annum London Weighting : £4,000 per annum Employment type: Permanent Hours per week: 37 Reporting into: Student Persistence Manager Department: Student …
Executive Assistant
Executive Assistant needed North London Paying £23.13 per hr ref 000A 5870 /1 Full time hours on a temporary basis Key Responsibilities: Diary & Schedule Management Proactively manage com…
Client Advisor
Gucci seeks an Arabic-speaking Client Advisor in London, responsible for delivering exceptional client experiences and achieving sales targets. The role involves utilizing cross-selling techniques, de…
SENCO
Full Time - 8:30am-4:30pm - Croydon (SENCO) * Enuring that school policies and procedures are in line with the latest governmental SEN policies and regulations * Making sure that school Teachers h…
Policy Manager
WE Talent are working with a small regulatory business in the City of London who are recruiting for a Policy Manager to join their team. This is an ideal role for an experienced Policy and Regulati…
Van Driver
The Best Connection is currently seeking Van Drivers to join our team for a busy client based in Beckton. Job Details: Role: Delivery & Collection Driver (LWB Van, flatbed) Location: Beckton C…