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LanceSoft Middle East

Wealth Support Specialist

LanceSoft Middle East

Ras Al-Khaimah, Ras al Khaimah, United Arab Emirates · 全职

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经验
任何
薪水
职位空缺
3
发布
9 小时前
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在办公室
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职位描述

Role Overview

We are recruiting for the position of Wealth Support Specialist to join our client’s team in Ras Al Khaimah on a permanent basis. This role involves managing customer inquiries primarily via phone communication.

Key Responsibilities

  • Address customer questions related to trading and investment products including Stocks, Forex, Cryptocurrency, and Derivatives.
  • Explain and assist with order types, margin requirements, leverage, and portfolio management fundamentals.
  • Provide support and resolve user issues related to trading platforms and handle basic troubleshooting of applications and systems.
  • Maintain knowledge of U.S. market operational practices like trading hours, settlement procedures, and corporate actions.
  • Deliver excellent customer service and maintain effective communication with clients.

Candidate Requirements

  • Mandatory experience in banking, brokerage, or financial services sector.
  • Familiarity with trading and investment product types and mechanics.
  • Understanding of compliance aspects such as KYC, AML, and data privacy.
  • Strong communication skills and customer-oriented approach.

Additional Information

The position requires candidates to provide details such as expected salary, notice period, current location, and interview availability along with their CV for consideration.

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