Job Description

Location:

Watford, Hertfordshire (office-based)

Salary/Incentives:

Starting 25,500

/annum

26,500

/annum (after 3 months' probation period)

Plus

Uncapped Service Bonus

We are seeking a proactive individual to join us as a

Customer Service Representative

. Your primary role will be to engage with Canadian clients (UK hours: 12PM-9PM BST) via phone and email, ensuring a smooth and compliant onboarding process, and assisting them in understanding key concepts related to trading.


Embark on a rewarding career with us, assisting clients in understanding and accessing the financial markets. We provide 5-day paid training (9AM-6PM) to candidates who are successful in their first interview, ensuring they are equipped with the knowledge required to excel in their role.

Key Responsibilities:

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.

Required Qualifications:

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.

Employee Benefits:

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

Fortrade Canada Limited is authorized and regulated in Canada by the Canadian Investment Regulatory Organization.