Our client is hiring an experienced and proactive Forex - Client Service Representative to join their team. The ideal candidate is organized, customer-oriented, and capable of handling client requests efficiently. This role involves responding to client inquiries, managing account-related processes, and supporting financial transactions such as transfers, deposits, and withdrawals.
Responsibilities
- Respond to customer inquiries promptly and accurately via phone, email, or chat.
- Manage the full account lifecycle, including account opening, renewal, updates, and closure.
- Prepare and process account documentation, including contracts and required forms, while ensuring all necessary documents are collected and verified.
- Coordinate with the Compliance Department to ensure proper procedures and segregation of duties during account setup and updates.
- Process client transfers, deposits, and withdrawal requests after verifying that all required documentation and procedures are properly followed.
- Maintain accurate client data and update account information in the CRM system.
- Monitor and track missing documents for account renewals and follow up with clients to obtain them.
- Prepare daily and monthly compliance reports, including updates on files, power of attorney documentation, Customer Due Diligence (CDD), and other regulatory requirements.
- Generate periodic reports highlighting inactive or dormant accounts and report findings to management.
- Handle customer requests, inquiries, and complaints through multiple support channels.
- Follow up with clients to ensure issues are resolved and service satisfaction is maintained.
- Monitor recurring client issues and customer expectations to improve service delivery.
- Inform clients about new services, features, or updates when relevant.
Qualifications
- Bachelor’s degree in Business Administration, Finance, or a related field.
- Minimum 3 years of experience in a customer support or client service role.
- Familiarity with financial sector regulations and compliance procedures.
- Experience working with ticketing or customer support systems.
- Strong interpersonal and communication skills.
- Excellent time management and organizational abilities.
- Strong problem-solving and conflict resolution skills.
- Ability to multitask and work under deadlines.
- High attention to detail.
- Proficiency in Microsoft Office.
- Fluent in English.
Schedule
- Monday-Friday
Location
- Beirut, Lebanon