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About the Role

This role is a great opportunity for a driven and motivated individual to build a career within Financial Services, requiring strong communication skills and the ability to build rapport with prospective clients.

Responsibilities

• Provide proactive and timely support for the client on-boarding process.
• Provide excellent and high calibre client service to ensure a positive client experience.
• Take ownership for ensuring accurate client information is recorded in relevant internal systems (e.g. CRM) in a timely manner.
• Proactively identify and cross sell additional products and services to existing clients.
• Proactively identify opportunities to improve the client experience.
• Proactively respond to and manage inbound client queries professionally and efficiently.
• Effectively deal with client queries, focusing on getting it right first time.
• Escalate all client issues in a timely manner to appropriate levels to ensure a consistently high level of client service.
• Act as a brand ambassador in all client interactions.
• Commitment to understanding the customer needs and requirements.
• Maintain personal/professional development to meet the changing demands of the role, including all relevant regulatory and legislative training.
• Provide a clear, fair and consistent high quality service that presents a professional and positive image of CMC Markets.
• Take all reasonable steps to ensure appropriate confidentiality.
• Undertake such other duties, training and/or hours of work as may be reasonably required and which are consistent with the general level of responsibility of this role.

Requirements

• Demonstrates passion and enthusiasm for our products and services.
• Operates with integrity and a highly client centric mindset, with an ability to build and enhance strong and meaningful client relationships.
• Understanding of the requirements of regulative authorities to ensure that the department is compliant in terms of its processes and procedures.
• Knowledge of Microsoft Office Suite focusing on a good knowledge for Power Point Presentations and basic knowledge of Excel.
• Expert knowledge of platform and products.

Skills

• Strong communication skills
• Ability to build rapport with prospective clients
• Microsoft Office Suite (Power Point Presentations, basic Excel)
• Expert knowledge of platform and products
• Intermediate knowledge/experience of financial markets (CFDs preferable but not essential)

Location

• London

Work Type

• Full-time

Experience Level

• Not specified

Education Level

• Undergraduate degree in relevant discipline desirable (Business, Finance, Economics etc.)

About the Company

• CMC Markets is one of the world’s first ever fin-tech companies and was launched in 1989 to break down the barriers of financial trading and make trading accessible to everyone.
• Our mission is to use our award-winning, Next Generation trading platform and unparalleled client service to empower millions of people to have the best trading experience out there.
• Our clients can trade on thousands of instruments using the best technology, supported by sophisticated charting, competitive pricing and automated execution.
• We're trusted by investors globally, but also by banks, brokers, funds and trading desks though our top-tier liquidity institutional offering, enabling these businesses to expand into new markets and increase revenue potential.
• We were recently listed on the FTSE250, and our business continues to go from strength to strength as we continue to invest in our technology and our people.

Equal Opportunity

• CMC Markets is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of gender, sexual orientation, marital or civil partner status, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age.