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Our client has more than 20 years of trading industry experience and are one of the leading investment firm. In the company’s 20-year history, they have achieved numerous milestones and begun a journey that has taken them from a small trading company to a true global player that they are today. They are seeking Customer Services & Retention Associate’s to join their team.
- Trade dispute resolution, retention and complaint management.
- Supporting our various technical and mobile platforms, as well as generally assisting with any client queries that arise.
- Front-end payment support and assistance with queries. Processing deposits and account opening during office closed hours.
- Once fully competent in all aspects of client support, more responsibility will be given for executing trades.
- Customer retention and feedback.
- In the longer term, the successful candidate may be given exposure to direct client management.
- 24 hours multilingual services.
- Adviser and consultant to the On-Boarding Manager.
- Ensure departmental policies and procedures are adhered to.
- To open new customer accounts and maintain existing records in line with policies and procedures for the Spread Betting, CFD and Forex departments.
- Act on behalf of the On-Boarding & AML Manager in her absence.
- Opening accounts in accordance with Company policy and procedure.
- Providing white label specific support on account opening.
- Depositing all bank transfers.
- Investigate any deposits issues.
- Following Anti-Money Laundering policy and procedure.
- Ensuring effective delivery of the service, meeting SLA standards.
- Reviewing, approving and opening spread betting, CFD and Forex accounts including assessing client suitability.
- Preparation, maintenance, filing and scanning of customer.
- documentation, ensuring it meets regulatory requirements.
- Processing faxes, post and phone enquiries relating to account
- Screening clients for sanctions, PEP and adverse media.
- Generation of letters for new and prospective clients.
- Reporting any suspicious deposits, withdrawal or activities to the Compliance department, customer services & retention supervisor, senior customer services and retention associates and to Global Head of customer services and retention.
- Fluent in English (verbal and written).
- Fluent in another European, Arabic or Asian language- Chinese (Mandarin), Malay, (verbal and written).
- Excellent interpersonal and communication skills.
- High level of numeracy.
- A keen, demonstrable interest in – and understanding of – financial markets.
- Six months’ experience working in a client-facing, administrative role (which could have been gained either through a “gap year” or as part of a student part-time role).
- Minimum 3 years’ experience in customer services and retention role.
- High level of accuracy and attention to detail.
- Minimum 6 months experience using CRM, Chat, phone and social media services.
- Works well under pressure.
- Self-motivated and able to work at a consistently high standard.
- Able to be proactive when necessary.
- A logical and analytical approach.
- Very well organised with good time management skills.
- Computer literate in Microsoft Office.
- Working hours: 23:00- 08:00