Client Management Associate (Bogotá)

Client Management Associate (Bogotá)

30 may
|
Importante grupo
|
Bogotá

30 may

Importante grupo

Bogotá

Overview

Connecting clients to markets – and talent to opportunity.

With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the general markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, Empresa confidencial Group is made up of four business segments that offer endless potential for progression and growth.

Business Segment Overview - Retail: Empower individual investors – and yourself – in the world of retail through a range of different financial products rooted in innovation and market intelligence. From FX and CFDs to precious metals, master an exciting world of wealth management tools.

Position Purpose:



Client Management Associates are responsible for responding to client inquiries in an accurate and timely manner through phones, chats or emails. Associates accurately apply procedural knowledge and guidelines to client calls, chats & emails while developing and managing client relationships.

Responsibilities

Primary duties will include:
- Handle incoming trading inquiries and client issues via phone, email and live, interactive chat.
- Provide client support by answering inbound phone calls and/or e-mail regarding accounts, policies, services and available products.
- Engage client in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools.
- Facilitate inbound/outbound opening of new accounts for potential clients who already indicated interest in our platform and provide support for existing customers.
- Being part of a team dedicated to handling all aspects of the customer exper

📌 Client Management Associate (Bogotá)
🏢 Importante grupo
📍 Bogotá

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