Client Services Representative

• Serve as the go-to expert for clients via live chat, email, and phone, triaging inquiries, troubleshooting issues, and ensuring prompt, accurate resolutions.
• Guide new and existing clients through onboarding, KYC verification, and compliance steps with clarity and empathy.
• Conduct personalized walkthroughs of our trading platform’s features, empowering clients to trade confidently.
• Gather and analyze client feedback to identify pain points, inform product enhancements, and elevate our service standards.
• Maintain open communication with cross-functional teams to escalate complex issues and champion client needs.
• Stay informed of competitor offerings and financial market trends to provide informed, value-adding support.
• Foster long-term client relationships through professionalism, patience, and proactive communication.

Client Services Associate

Client Service Associate