Customer Service Representative

Job Title: Customer Service Representative

Location: Watford, Hertfordshire (On Site)

Salary:   Starting: £25,500/annum

               After succesfully passing the 3 months’ probation period: £26,500/annum

               Plus Uncapped Bonus

Job type: Full time, Permanent

We are seeking a proactive individual to join us as a Customer Service Representative.

Your primary role will be to engage with Canadian clients here in our UK office (UK hours: 12PM-9PM BST) via phone and email, ensuring a smooth and compliant onboarding process, and assisting them in understanding key concepts related to trading.

Embark on a rewarding career with us, assisting clients in understanding and accessing the financial markets. We provide 5-day paid training (9AM-6PM) to candidates who are successful in their first interview, ensuring they are equipped with the knowledge required to excel in their role.

Key Responsibilities:

• Communicate with potential clients to provide pre-onboarding information, ensuring that they understand the basics of our services and products.
• Provide educational material to clients in line with CIRO regulatory requirements, including outlining risks associated with trading.
• Assist clients in the initial steps of setting up accounts while ensuring that all necessary compliance steps are adhered to before full onboarding.
• Ensure compliance with all CIRO regulations, including proper documentation, and the completion of necessary regulatory disclosures.
• Build strong relationships with clients, fostering trust and addressing their inquiries promptly.
• Stay updated on CIRO policies and regulatory developments through in-house training and external professional development initiatives.

Required Qualifications:

• Strong communication skills, both over the phone and via email.
• Proficiency in CRM programs and relevant software for client tracking and compliance management.
• Ability to meet performance targets while ensuring full regulatory compliance during client onboarding.

Employee Benefits:

• Full in-house training & development, including training on CIRO compliance and regulatory standards
• Employee wellbeing program
• Free parking on-site
• Contributory pension scheme
• Fast progression opportunities
• Salary increase each year
• Office incentives based on performance
• Monthly and weekly spending vouchers for top performers

Fortrade Canada Limited is authorized and regulated in Canada by the Canadian Investment Regulatory Organisation.