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About the Role
The Client Management Team is responsible for business development and relationship management for all Canada based high and premium value clients. A separate team within Client Management focuses on on-boarding premium clients and client service (24 x 5).
Responsibilities
- Provide proactive and timely support for the client on-boarding process.
- Identify sales opportunities, including new client profiling to identify high value clients.
- Provide excellent and high caliber client service to ensure a positive client experience.
- Ensure accurate client information is recorded in relevant internal systems 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.
- 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 customer needs and requirements.
Requirements
- Bilingual in English and French.
- Demonstrates passion and enthusiasm for products and services.
- Operates with integrity and a highly client-centric mindset.
- Ability to build and enhance strong and meaningful client relationships.
- Excellent verbal and written communication skills.
- Negotiation Skills.
- Intermediate knowledge/experience of financial markets (CFD’s preferable but not essential).
- Understanding of the requirements of regulative authorities to ensure departmental compliance.
- 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.
- Ability to work effectively as part of a team.
Skills
- Bilingualism (English/French)
- Client Relationship Management
- Sales
- Communication
- Negotiation
- Financial Markets Knowledge
- Regulatory Compliance Understanding
- Microsoft Office Suite (PowerPoint, Excel)
- Platform and Product Expertise
- Teamwork
Location
- Canada
- Toronto
Work Type
- Full-time
Experience Level
- Intermediate
- Expert
Education Level
- Undergraduate degree in Business, Finance, Economics or similar desirable.
Salary/Compensations
- RRSP contribution match up to 5% of base salary
Benefits
- Casual dress
- Dental care
- Extended health care
- Life insurance
- Paid time off
- Vacation (15 days)
- Birthday off
- RRSP matching
- Vision care
About the Company
- CMC Markets (CMC) has become one of the world's leading online financial trading businesses since launching in 1989.
- CMC is listed on the London Stock Exchanges and serves retail and institutional clients through regulated offices and branches in 13 countries.
- CMC offers an award winning online and mobile trading platform, enabling clients to trade up to 10,000 financial instruments across shares, indices, foreign currencies, commodities and treasuries through contracts for difference.