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Relationship Officer See Details Responsibilities:
Assist Compliance with the processing of Know-Your-Client documentation;
Ensure that all necessary KYC and verification documents are collected;
Ensure that all communications with clients are properly recorded in the CRM system;
Maintaining client relationships, including retail and corporate clients;
Accepting client phone calls and redirecting clients to relevant departments and documents as and if needed;
Providing technical support to clients in relation to the Company’s platform, website and guiding customers;
Providing technical support in relation to configuration of back office profiles, pricing, commissions, payments/rebates, margins, interest, accounting books, account moves and others;
Act as ambassador with regards to the quality of the information provided to clients and assist in ensuring customer satisfaction.
Customer On-Boarding Officer See Details Responsibilities:
Assist Compliance with the processing of Know-Your-Client documentation;
Ensure that all necessary KYC and verification documents are collected;
Ensure that all communications with clients are properly recorded in the CRM system;
Maintaining client relationships, including retail and corporate clients;
Accepting client phone calls and redirecting clients to relevant departments and documents as and if needed;
Providing technical support to clients in relation to the Company’s platform, website and guiding customers;
Providing technical support in relation to configuration of back office profiles, pricing, commissions, payments/rebates, margins, interest, accounting books, account moves and others;
Act as ambassador with regards to the quality of the information provided to clients and assist in ensuring customer satisfaction.