Customer Service Representative
Location:
Watford, Hertfordshire (On-site)
Salary/Incentives:
● Starting £25,500/annum to £26,500/annum (after 3 months’ probation period)
● Plus Uncapped Commission & Bonus
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: 1PM-10PM 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 7-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 Organization.
- Department
- Conversion
- Locations
- Watford
Colleagues
Our Perks & Benefits
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🏄🏻♀️ 30 days paid vacation
We value that you get more time with your family and friends. Therefore we offer everybody 30 days paid vacation. -
🕐 Flexible working hours
We value work-life balance highly, therefore we have flexible working hours. -
🥯 Breakfast at work
Every day we got breakfast at work. We want to make sure our colleagues have the energy to do their work properly. -
Regular social & team events 🕺
Once a quarter we celebrate our successes as a team.
Workplace, Culture & Diversity
Corporate culture is essential to allow the organization to differentiate itself. In terms of image on the one hand, it has strengths both internally and externally to consumers. It is indeed a source of cohesion and motivation of employees and it limits conflicts. With customers, it conveys a positive image and can develop a feeling of closeness to the company or even become a criterion of choice.
Customer Service Representative
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