Client Service Representative

Duties & Responsibilities

All retail and IB account opening

KYC/AML checks

Professional Client Classification procedure

Keeping all account opening spreadsheets up to date

Administrative duties including account set-up, paperwork and filing

Setting up new groups and rebate accounts for IB/Money Managers

Providing professional support to clients and partners

Monitoring and handling client queries in support inbox

Assisting with Zendesk chat and telephone support

Administrative Salesforce duties

Assisting with other business functions where required

Compliance

Observe Infinox Company policies and procedures in respect of alt relevant regulations and legislation

Adhere to revisions to existing compliance practices and procedures, as implemented by compliance or the compliance committee Report any client complaints to compliance promptly

Report any suspicious activity (suspected fraud) to the Mt-RO or compliance promptly

Ensure up to date with atl compliance issues by reading all documentation/emails/updates as sent by Head of Compliance

Observe Infinox policies and procedures in respect of all relevant regulations/ legislation

Plan, prioritise & organise workload

Establish and maintain a good & professional relationship with clients, colleagues and partners

Ensure you pay attention to detail in all aspects of the rote

Be diligent in keeping on top of support functions, in a timely and professional manner

Ensure compj-tens exams are kept up to date

Keep up to date with industry news and developments

Desired Experience & Qualification

1-2 years in administrative role, preferably in the trading related FX and CFD industry.

A level matric or degree qualified (Business or Finance degree)

Quick learner with good initiative.

Strong written and verbal communication and time keeping skills.

Candidates will be highly organised, strong attention to detail with a working knowledge of Microsoft packages and Google Apps. Must be comfortable using phone applications and working remotely.

Confident to work under your own initiative when necessary and dedicated to see all tasks through to completion.

Willingness to get involved with other aspects of the business.

An aptitude to pick systems up quickly (training will be provided, and travel may be needed to complete this).

Please send your CV to: jennifferbouwerpersonnel@gmail.com