Client Services Executive - Institutional
Client Services Executive - Institutional
Apply locations London time type Full time posted on Posted 3 Days Ago job requisition id CMC4257 Sincelaunchingin1989,CMCMarketshasbecomeoneoftheworld'sleadingonlineCFDandfinancialspreadbettingproviders,withnearly70milliontradesexecutedannuallyacrossEurope,AsiaPacificandNorthAmerica. CMCMarkets’successisfoundedonitsabilitytodeliverawiderangeoftradingproductstocustomers,fromsingleequitiestoindices,currenciesandcommodities. TheroleoftheInstitutionalServicesExecutiveistoprovideexceptionalrelationshipmanagementandsupporttoourInstitutionalclients,takingownershipofprovidinghighcalibreservicesandensuringapositiveexperience. ROLE AND RESPONSIBILITIES Proactively respond to and manage inbound broker queries professionally and efficiently; Perform account and back office functions for institutional customers; Escalate unresolved issues to line manager, 2nd Line IT support, Business Operations and Relationship Managers as appropriate in order to support Institutional platforms, APIs, Grey-label & White-label infrastructure; Assist in the management of bespoke customer profiling and ensure adherence to TCF protocols in communication of cost disclosure documents and other legal agreements; Provide proactive and timely support for the Institutional on-boarding process; Assist in accurate record keeping & invoicing for the management of market data provision to 3rd party institutions; Accurate processing of customer payments and bank detail record keeping with adherence to AML, data protection and security procedures; Monitor competitor companies within related markets and apply insight to help CMC continuously improve its own offering; Assist Relationship Managers with regular updates on business as usual successes and failures; Build rapport with Institutional clients and assist Relationship Managers with client entertainment and education as required; Act as a brand ambassador in all client interactions; Assist Relationship Managers and Institutional Sales Team with ad hoc projects including the production of reports; Maintain personal/professional development to meet the changing demands of the role, including all relevant regulatory and legislative training; When dealing with all customers, clients or colleagues ensure that we provide a clear, fair and consistent high quality service that presents a professional and positive image of CMC Markets Connect; Take all reasonable steps to ensure appropriate confidentiality; and Undertake such other duties, training and/or hours of work as may be reasonably required and which are consistent with the general level of responsibility of this role. KEY SKILLS AND EXPERIENCE: Undergraduate degree in business, economics or finance (advantageous); Demonstrates passion and enthusiasm for our products and services; Operates with integrity and a highly client-centric mind-set; Excellent verbal and written communication skills, fluency in one or more European languages desirable; Ability to work effectively as part of a team; Good knowledge of Word and Excel and CRM systems (advantageous); Intermediate knowledge/experience of financial markets; and Knowledge of trading platforms such as MT4 (advantageous). Understanding of IRESS platform (advantageous). CMC Markets is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of gender, sexual orientation, marital or civil partner status, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age. About Us
CMC Markets is one of the world’s first ever fin-tech companies and was launched in 1989 to break down the barriers of financial trading and make trading accessible to everyone. Our mission is to use our award-winning, Next Generation trading platform and unparalleled client service to empower millions of people to have the best trading experience out there. Our clients can trade on thousands of instruments using the best technology, supported by sophisticated charting, competitive pricing and automated execution. We're trusted by investors globally, but also by banks, brokers, funds and trading desks through our top-tier liquidity institutional offering, enabling these businesses to expand into new markets and increase revenue potential. We were recently listed on the FTSE250, and our business continues to go from strength to strength as we continue to invest in our technology and our people.
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Apply locations London time type Full time posted on Posted 3 Days Ago job requisition id CMC4257 Sincelaunchingin1989,CMCMarketshasbecomeoneoftheworld'sleadingonlineCFDandfinancialspreadbettingproviders,withnearly70milliontradesexecutedannuallyacrossEurope,AsiaPacificandNorthAmerica. CMCMarkets’successisfoundedonitsabilitytodeliverawiderangeoftradingproductstocustomers,fromsingleequitiestoindices,currenciesandcommodities. TheroleoftheInstitutionalServicesExecutiveistoprovideexceptionalrelationshipmanagementandsupporttoourInstitutionalclients,takingownershipofprovidinghighcalibreservicesandensuringapositiveexperience. ROLE AND RESPONSIBILITIES Proactively respond to and manage inbound broker queries professionally and efficiently; Perform account and back office functions for institutional customers; Escalate unresolved issues to line manager, 2nd Line IT support, Business Operations and Relationship Managers as appropriate in order to support Institutional platforms, APIs, Grey-label & White-label infrastructure; Assist in the management of bespoke customer profiling and ensure adherence to TCF protocols in communication of cost disclosure documents and other legal agreements; Provide proactive and timely support for the Institutional on-boarding process; Assist in accurate record keeping & invoicing for the management of market data provision to 3rd party institutions; Accurate processing of customer payments and bank detail record keeping with adherence to AML, data protection and security procedures; Monitor competitor companies within related markets and apply insight to help CMC continuously improve its own offering; Assist Relationship Managers with regular updates on business as usual successes and failures; Build rapport with Institutional clients and assist Relationship Managers with client entertainment and education as required; Act as a brand ambassador in all client interactions; Assist Relationship Managers and Institutional Sales Team with ad hoc projects including the production of reports; Maintain personal/professional development to meet the changing demands of the role, including all relevant regulatory and legislative training; When dealing with all customers, clients or colleagues ensure that we provide a clear, fair and consistent high quality service that presents a professional and positive image of CMC Markets Connect; Take all reasonable steps to ensure appropriate confidentiality; and Undertake such other duties, training and/or hours of work as may be reasonably required and which are consistent with the general level of responsibility of this role. KEY SKILLS AND EXPERIENCE: Undergraduate degree in business, economics or finance (advantageous); Demonstrates passion and enthusiasm for our products and services; Operates with integrity and a highly client-centric mind-set; Excellent verbal and written communication skills, fluency in one or more European languages desirable; Ability to work effectively as part of a team; Good knowledge of Word and Excel and CRM systems (advantageous); Intermediate knowledge/experience of financial markets; and Knowledge of trading platforms such as MT4 (advantageous). Understanding of IRESS platform (advantageous). CMC Markets is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of gender, sexual orientation, marital or civil partner status, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age. About Us
CMC Markets is one of the world’s first ever fin-tech companies and was launched in 1989 to break down the barriers of financial trading and make trading accessible to everyone. Our mission is to use our award-winning, Next Generation trading platform and unparalleled client service to empower millions of people to have the best trading experience out there. Our clients can trade on thousands of instruments using the best technology, supported by sophisticated charting, competitive pricing and automated execution. We're trusted by investors globally, but also by banks, brokers, funds and trading desks through our top-tier liquidity institutional offering, enabling these businesses to expand into new markets and increase revenue potential. We were recently listed on the FTSE250, and our business continues to go from strength to strength as we continue to invest in our technology and our people.
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