Customer Service Specialist

14 hours ago

Borivli, Maharashtra, India beBeeClientServices Full time ₹ 15,00,000 - ₹ 28,00,000

The role of Client Services Representative requires a strong analytical and client service skills professional to join our team.

We are expanding our online brokerage operations and seeking a passionate candidate who can investigate client inquiries, resolve routine and complex issues, and educate clients on various proprietary platforms.

Key Responsibilities:

  • Investigate 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 divisions and interact with external departments such as programming, clearing, cashiering and compliance and other service groups worldwide.
  • Analyze 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 English language 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
Benefits:

No company information available

Others:

Salary details not provided

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