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Client Onboarding and Client Support Representative

The Client Onboarding and Client Support team is responsible for supporting a varied client range across both buy and sell side for all offered services. The successful candidate will be expected to:

  • Have an in-depth understanding of our products and client base
  • Support our clients through the entire onboarding process
  • Support our clients with any queries they may have, via email, phone, or live chat
  • Assist with the client relationship management
  • Demonstrate products via WebEx or client visits
  • Deal with any Ad-hoc responsibilities, beyond the specifications of this role
  • Work closely with internal departments to ensure the highest level of client service is achieved and maintained

Skills Required:

  • Analytical mindset, good academic record and problem-solving skills
  • Broad understanding and experience of financial instruments across listed and non-listed products for various asset classes
  • Excellent communication skills and quick learner
  • Confident
  • Keen interest in the financial market
  • Team player but also have the ability to work autonomously when necessary
  • Excellent organisational and time management skills.
  • Drive and determination to excel beyond the specifications of the role.

Skills Desired:

  • Previous experience in a client facing role
  • Programming skills (VBA, SQL)
  • Mathematical background

Remember to mention TARGETjobs when contacting employers!