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CLIENT SERVICES REPRESENTATIVE

INFINOX

Location:

Position:

Salary:

Posted/Updated:

INFINOX TRADING POWER.jpeg

INFINOX****

Role: CLIENT SERVICES REPRESENTATIVE

MAIN DUTIES:

ACCOUNT OPENING MANAGEMENT

• KYC/AML checks

• Professional Client Classification procedure

• Administrative duties including account set-up, paperwork and filing

ONGOING ACCOUNT MANAGEMENT

• Managing all account alterations for clients.

• Inter-Account Transfer requests.

• MT4 client account alterations, leverage changes, group changes, etc.

Handling of account opening queries and support requests.

CLIENT AND BACK OFFICE SUPPORT

• Providing professional support to clients and partners.

• Monitoring and handling client queries in support inbox.

• Assisting with Zendesk chat and telephone support.

• Provide reports with the support of internal systems to clients or other

departments.

• Assist clients with the deposit and withdrawal process and provide

guidance on payment systems.

• Dealing with chargebacks.

• Administrative Salesforce duties.

• Report any potential issues for client facing technology using the

monday.com system.

• Assisting with other business functions where required.

• Providing assistance to the Compliance Department and other executives

for preparing regulatory reports.

• Adhere to revisions to existing compliance practices and procedures, as

implemented by compliance or the compliance committee. Report any

client complaints to compliance promptly.

• Report any suspicious activity (suspected fraud) to the MLRO or

compliance promptly.

• Ensure you are up to date with all compliance issues by reading all

documentation ,emails and updates as sent by the Head of Compliance

or line manager.

• Observe Infinox policies and procedures in respect of all

relevant regulations and legislation.

• Plan, prioritise & organise workload.

• Establish and maintain a good & professional relationship with clients,

colleagues and partners.

• Ensure you pay attention to detail in all aspects of the role.

• Be diligent in keeping on top of support functions, in a timely and

professional manner.

• Training & TCF.

• SPANISH and / or PORTUGUESE speaker preferred

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