Client Services Executive

Posted 16 Days Ago
Be an Early Applicant
Singapore
In-Office
Junior
Fintech • Payments • Financial Services
The Role
The Client Services Executive will mentor the client services team, ensure high-quality service, manage queries, provide client support, and conduct product training while meeting compliance standards.
Summary Generated by Built In

About CMC Markets:

CMC Markets is a global leader in CFD trading and share investing. Our vision is to provide the ultimate online trading experience so everyone can achieve their financial potential. Since our launch in London in 1989, we’ve expanded globally with offices across Europe and Asia Pacific. Over 1.2 million clients make 67 million trades with us every year, and we’re still growing.

Why you’ll love working at CMC Markets:

Growth: CMFAS (Financial Regulatory) qualification, Linkedin learning, internal opportunities, intensive training and support from the L&D team. Team: You’ll work alongside a collaborative and diverse team with supportive Team Leader that all value an amazing workplace culture. Social: We have our own in-house Culture Club that organises a bunch of activities such as: Parties, Dinners, Networking events, bowling etc. We also have social clubs where like-minded colleagues can bond over ocean swimming, fine dining or gaming etc. Perks: Day off for your birthday, free breakfast and coffee every day, additional day of leave after each year of service, volunteer opportunities, discounted rates at various retail stores.

CMC are hiring! We have an opportunity for a bilingual Client Services Associate (Mandarin & English) to join our team. This role will be based onsite 5 days per week in our Singapore office.

Please note that this role is only open to Singapore based candidates who are Singapore Citizens or Permanent Residents.

  • Mentor and support the client services team to provide world class services and ensure the efficient operation of the function. 
  • May monitor call queues, call volume, and other metrics. Ensures the volume of work produced meets product/service standards and exceeds quality standards.
  • Sounds knowledge of Financial Products such as Forex, Commodities, Index. 
  • Provide proactive and timely support for clients, conducting platform demonstrations and maintaining general after-sales support
  • Provide excellent and high calibre client service to ensure a positive experience for all clients, focussing on getting it right first time, acting as a brand ambassador in all client interactions
  • Responding to clients enquiries and providing clients with product knowledge to ensure optimum utilisation of products and platforms
  • Proactively identify opportunities to improve the client experience. 
  • Maintain KPI and SLA targets, both Individually and as a team
  • Proactively respond to and manage inbound client queries through Phone, Email, Live Chat and Messaging, professionally and efficiently. 
  • Escalate all client issues in a timely manner to appropriate levels to ensure a consistently high level of client service if required. 
  • Proactively identify and cross sell additional products and services to existing clients 
  • Take ownership for ensuring accurate client information is recorded in relevant internal systems (e.g. Pega) in a timely manner if required. 
  • Participate in targeted outbound calling incentives
  • Conducting product training for new starters as part of the induction and buddy program
  • Ensure compliance with CMFAS certification, including annual CPD points
  • Other duties as appropriate to the position

KEY SKILLS AND EXPERIENCE

           

  • Excellent communication and interpersonal skills, with the ability to effectively interact with customers and team members at all levels
  • Good understanding of the global financial market and various financial instruments will be an advantage.
  • Strong customer service orientation.
  • Strong leadership and management skills, with the ability to motivate and inspire a team.
  • Operates with integrity and a highly client centric mindset, with an ability to build and enhance strong and meaningful client relationships
  • Demonstrates passion and enthusiasm for our products and services
  • Excellent verbal and written communication skills (Mandarin & English, Cantonese desirable, typing Chinese using han yu pin yin included)
  • Ability to work effectively as part of a team
  • Strong resilience and capacity to work with customers with varying degrees of market knowledge in a call centre environment
  • 1 – 2 years customer service experience desirable
  • Undergraduate degree in relevant discipline desirable (Business, Finance, Economics etc.)

CMC Markets is powered by our people. We are an equal opportunities employer and are committed to creating a diverse and inclusive workplace, where our people feel confident to be themselves, feel valued and are able to do their best work. We don’t just value differences and unique perspectives, we seek them out and we invite them in, because we know it will lead to better outcomes for everyone.

Top Skills

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The Company
1,366 Employees
Year Founded: 1989

What We Do

CMC Markets is a leading global provider of online trading and investing, with a comprehensive retail, professional and institutional offering. Established in 1989, headquartered in London and listed on the London Stock Exchange, we have offices in Australia, China, Singapore, and across Europe.

Over 1m traders and investors* worldwide have access to our proprietary platforms, native mobile trading apps, and MetaTrader 4. Our clients can trade on a huge range of financial instruments through our award-winning spread betting, CFD and share trading platforms**.

We provide transparent, competitive pricing, market insights, and dedicated, 24/5 customer service.

*1.388 million unique user logins for the CMC Markets invest and CFD platforms globally, as at August 2023.
**Awards include: No.1 Web Platform & No.1 Most Currency Pairs, ForexBrokers.com Awards 2023; Best Forex Broker, Good Money Guide Awards 2023; Best In-House Analysts, Professional Trader Awards 2023; CFD Provider of the Year, Investors' Chronicle/Financial Times Celebration of Investment Awards 2023; No.1 Platform Technology, ForexBrokers.com Awards 2022; Best Mobile Trading Platform, ADVFN International Financial Awards 2022.


Disclaimer: Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 68% of retail investor accounts lose money when spread betting and/or trading CFDs with this provider. You should consider whether you understand how spread bets, CFDs, OTC options or any of our other products work and whether you can afford to take the high risk of losing your money.

Professional clients: Countdowns carry risk to any capital invested. These products are not suitable for all investors. CMC does not endorse, control or take responsibility for any third party content on or linked to this account. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed

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