Customer Service Brokerage Support
On-siteLondon, England, United Kingdom
Job Summary
Assist clients with account setup, maintenance, and updates while providing trade, transfer, and adjustment notifications. Monitor accounts for regulatory and policy compliance, respond to inquiries via phone, email, and chat, and resolve issues by escalating complex cases as needed. Support vulnerable customers with care, prepare accurate interaction records, generate reports for management, and collaborate with financial advisors and trading teams to improve processes. Maintain up-to-date knowledge of industry regulations and company policies to mitigate risks. Work 35 hours weekly Monday to Friday with a blend of office and remote work.
Required Qualifications
- Experience in a brokerage or financial services environment or a strong interest in the financial market
- Strong knowledge of financial products and brokerage operations
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Detail-oriented with a high level of accuracy
- Ability to work independently and as part of a team
- 35 hours per week Monday to Friday 0730/0800 - 1530/1600
- blend of office and home working
Desired Qualifications
- Experience supporting vulnerable customers
- Familiarity with regulatory documentation and reporting standards
- Experience collaborating with financial advisors and trading teams
- Ability to contribute feedback to process improvements
- Advanced proficiency in data analysis and reporting
- Experience with compliance and risk management in financial services
- Proficiency in Salesforce or similar CRM platforms
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.