The Client Services Executive provides exceptional support and relationship management for Institutional clients at CMC Markets. Responsibilities include managing queries, assisting in customer onboarding, processing payments, maintaining records, and collaborating with Relationship Managers on projects. The role involves ensuring compliance with protocols and delivering high-quality service while maintaining confidentiality.
Since launching in 1989, CMC Markets has become one of the world's leading online CFD and financial spread betting providers, with nearly 70 million trades executed annually across Europe, Asia Pacific and North America.
CMC Markets’ success is founded on its ability to deliver a wide range of trading products to customers, from single equities to indices, currencies and commodities.
The role of the Institutional Services Executive is to provide exceptional relationship management and support to our Institutional clients, taking ownership of providing high calibre services and ensuring a positive experience.
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 insights to help CMC continuously improve its own offering;
- Assist Relationships 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 adhoc 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.
Top Skills
Mt4
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