Client Relationship Representative

Added
8 days ago
Type
Full time
Salary
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Related skills

communication customer service onboarding financial markets active listening

๐Ÿ“‹ Description

  • Collaborate with a team to deliver results based on goals created by tastyfx
  • Act as liaison between team and executives to create synergy for RFED Business
  • Assist in developing and directing the RFED business, and execute orders for US clients on FX
  • Help clients with inquiries about positions, trades, statements, platform issues and payments
  • Demonstrate active listening on each call to understand client needs
  • Onboard new clients and ensure a smooth funding journey

๐ŸŽฏ Requirements

  • 1-4 years of related industry experience
  • Strong knowledge of financial markets and daily market events
  • Excellent customer service and client engagement skills
  • Strong written and oral communication skills
  • Prefer licensure: Series 3 and Series 34; willingness to obtain within six weeks
  • Self-motivated, able to deliver measured results and build client relationships

๐ŸŽ Benefits

  • Discretionary performance bonus: 5-10% of base salary
  • Location: Chicago office (West Loop), dynamic tech-centered workplace
  • Opportunity to grow and work with leadership on strategic ideas
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