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Client Services Representative - Trade Issue

Client Services Representative - Trade Issue

ConfidentialMumbai
8 days ago
Job description

RESPONSIBILITIES :

  • Investigation of client inquiries encompassing a broad array of themes, including margin analysis, position liquidations, trade cancellation requests, order trigger conditions, products and global exchanges, order status and execution inquiries
  • Resolve routine and complex client inquiries, concerns and complaints via telephone, tickets, and chats thoroughly and expeditiously, utilizing sound judgment with an emphasis on courtesy.
  • Familiarize with various proprietary platforms, including trading systems and administrative portals, to educate clients to align with our self-service and highly automated business model.
  • Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering and Compliance and other service groups worldwide.
  • Analysis of existing systems and procedures to recommend and assist in implementing enhancements
  • Contribute to the development of client service systems, policies and procedures.

Qualifications Experience :

  • Fluent in English with strong verbal and written communication skills
  • University degree / Bachelors in finance, economics, or related field with a minimum of two years of financial industry experience
  • If Fresher, MBA or Masters Degree in Finance or a related field. Candidates with trading experience would be preferred.
  • In-depth understanding of financial markets, margin methodologies, execution platforms, exchange operations and regulations
  • Excellent product knowledge : Equities, Options, Futures, Options on Futures, Fixed income, Mutual Funds, FX, CFDs, Crypto
  • Strong PC technologies proficiency : Advanced Excel, Office Suite, Email
  • Trouble-shooter with a critical thinking mindset, passionate about technology and financial markets
  • Self-starter, able to handle stress, with the ability to work independently as well as part of a team
  • NISM-certified Series 7 (Capital markets) and Series 8 (Equity Derivatives) or in the process of obtaining both certifications

    • Skills Required

    margin analysis, Advanced Excel, trading systems, Client Service, Financial Operations

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    Client Service Representative • Mumbai