Client Relationship Officer
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#TT56385 Τύπος: Πλήρης Απασχόληση
The Trading Pit is a multi-asset prop trading firm that sets the new standard in trading and investing. We give capital to talented traders in over +200 countries to succeed and achieve financial independence.
Main Duties and Responsibilities
Account Onboarding and Maintenance:
Facilitate the onboarding process for new clients, ensuring all necessary documentation and legal requirements are met.
Maintain accurate client records and documentation, including account opening forms, client agreements, and KYC (Know Your Customer) information.
Conduct periodic reviews of client accounts to ensure compliance with company policies.
Update client account information as needed, such as contact details, authorized signatories, or account preferences.
Transaction Processing and Execution:
Process client transactions accurately and efficiently, including trade orders, deposits, withdrawals, and account transfers.
Monitor transaction settlements and resolve any discrepancies or issues that may arise.
Execute client instructions in accordance with established policies and procedures.
Coordinate with relevant internal departments to ensure smooth transaction processing and timely resolution of any operational issues.
Reporting and Documentation:
Prepare customized reports or ad-hoc analysis as requested by internal stakeholders.
Ensure all client-related documentation, such as contracts, agreements, and disclosures, are up to date, compliant, and properly stored.
Back Office Operations:
Collaborate with the Finance team to support various operational functions, including settlements, reconciliations, and account maintenance.
Work closely with the Legal team to ensure client accounts adhere to regulatory requirements and internal policies.
Assist in the resolution of any operational or procedural issues related to client accounts.
Identify opportunities for process improvements and contribute to the development and implementation of operational enhancements.
Cross-functional Collaboration:
Collaborate with internal teams to deliver exceptional client service, including coordinating with sales, legal, and other operations teams.
Collaborate with sales and business development teams to support client acquisition and retention efforts.
Liaise with internal departments, such as customer support, risk management, and legal, to address client-specific needs or resolve complex issues.
Participate in internal meetings and provide feedback or suggestions to enhance client experience and operational efficiency.
Required Skills and Experience:
Knowledge of Financial Products and Services: knowledge of various financial instruments, trading platforms, and transaction types is beneficial.
Communication: strong communication, interpersonal, and relationship-building skills are a must. The ability to understand and address client issues, and provide prompt and accurate responses, is
Financial Industry Regulations and Compliance: knowledge of KYC (Know Your Customer), AML (Anti-Money Laundering), and other regulatory frameworks. Adherence to internal policies, procedures, and ethical standards is essential.
Operational Proficiency: strong operational skills are necessary to handle various client transactions, account maintenance, and documentation processes. This includes account onboarding, transaction processing, settlements, reconciliations, and record-keeping proficiency. Attention to detail, accuracy, and working with multiple systems and platforms are important.
Problem Solving and Analytical Abilities: the role requires analyzing and resolving complex issues related to client accounts, transactions, and operational processes. Strong problem-solving skills, critical thinking abilities, and a proactive approach to identifying and resolving issues are essential. The capacity to analyze data, generate reports, and provide client insights is beneficial.
Teamwork and Collaboration: The ability to work effectively within a team and collaborate with cross-functional departments is crucial. This includes effective communication, cooperation, and the willingness to share knowledge and support colleagues. Collaboration with sales, compliance, operations, and other teams is necessary to ensure seamless client service and operational efficiency.
Organizational and Time Management Skills: strong organizational skills are important to handle multiple client accounts, prioritize tasks, and meet deadlines. Managing time effectively, handling competing priorities, and working under pressure is crucial.
Technology Proficiency: proficiency in relevant software applications, trading platforms, and financial systems is necessary. This includes proficiency in MS Office (Word, Excel, PowerPoint), customer relationship management (CRM) software, and other industry-specific tools.
Education and Experience: a bachelor's degree in finance, business, economics, or a related field is typically required. Prior experience in back office, client operations, client services, or a related role within the financial services industry is highly beneficial.
Working with us, you should expect the following:
Attractive Compensation package based on qualifications and experience
Provident Fund
Medical Insurance Cover
An excellent opportunity to grow within the company
An excellent opportunity for a successful career in a global, fast-growing company
Learn and gain hands-on experience with modern technologies
Modern and professional work environment
Continuing Education and Professional Development
Team Activities for all the Company
Friendly atmosphere
Casual dress-code
Pet-Friendly Workplace
Regular team events and outings
Flexible time off plus six sick days off
Personal workspace fund
Relocation Assistance
Office Location
Limassol, Cyprus
Working hours:
Monday to Friday, 09:00-18:00
Remuneration Package
24,000 EUR - 30,000 EUR