Customer Service Representative

(Base salary offer is subject to increase in April 2025)

We are seeking a proactive individual to join us as a Customer Service Representative. Your primary role will be to engage with Canadian clients (Canadian hours: 1PM-10PM 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 7-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

• Monthly and weekly spending vouchers for top performers

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