
Customer Service Representative
- Watford, Hertfordshire
- Permanent
- Full-time
- Communicate with potential clients to provide pre-onboarding information, ensuring that they understand the basics of our services and products.
- Provide educational material to clients in line with CIRO regulatory requirements, including outlining risks associated with trading.
- Assist clients in the initial steps of setting up accounts while ensuring that all necessary compliance steps are adhered to before full onboarding.
- Ensure compliance with all CIRO regulations, including proper documentation, and the completion of necessary regulatory disclosures.
- Build strong relationships with clients, fostering trust and addressing their inquiries promptly.
- Stay updated on CIRO policies and regulatory developments through in-house training and external professional development initiatives.
- Strong communication skills, both over the phone and via email.
- Proficiency in CRM programs and relevant software for client tracking and compliance management.
- Ability to meet performance targets while ensuring full regulatory compliance during client onboarding.
- Full in-house training & development, including training on CIRO compliance and regulatory standards
- Employee wellbeing program
- Free parking on-site
- Contributory pension scheme
- Fast progression opportunities
- Salary increase each year
- Office incentives based on performance
- Monthly and weekly spending vouchers for top performers
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