Client Management Associates are responsible to assist clients in an accurate and timely manner through phones, chats or emails in varies aspects: account opening, trading, products, platform, account setting etc. Associates accurately apply procedural knowledge and guidelines to client calls, chats & emails while developing and managing client relationships. You’ll work in a fast-paced and dynamic environment by assisting clients and delivering solutions-focused results.

The role reports to VP, Senior Manager Retail – China & Japan.

• Being part of a team dedicated to handling all aspects of the customer experience from application submitting to trading
• Handle incoming trading inquiries and client issues via phone, email and live, interactive chat
• Provide client support by answering inbound phone calls, chats and/or e-mail regarding accounts, policies, services and available products
• Make outbound calls to provide assistance on account opening, deposit making and trading
• Place Spot FX, CFD’s trades, trade research and provide quotes
• Engage client in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools
• Facilitate inbound/outbound opening of new accounts for potential clients who already indicated interest in our platform and provide support for existing customers
• Demonstrate a positive and professional image at all times
• Ad hoc task assigned by manager

• Good mathematical, analytical and problem-solving skills
• Strong attention to detail with emphasis on accuracy and timeliness
• Excellent consultative, rapport-building, listening and communication skills
• BS/BA Degree preferably in Finance, Business Management/Administration, or an equivalent combination of education, training, and experience Integrity and the ability to handle sensitive information and maintain confidentiality
• Excellent listening, written, and verbal communication skills
• Approachable, flexible, dependable, and conscientious
• Strong command of computer and typing skills. Representatives will typically navigate through 4-5 software systems simultaneously
• Keen interest in the investment and financial services fields
• Demonstrates self-confidence and the ability to maintain composure in difficult situation
• Fluency in Japanese and English is a MUST
• Desire to learn and utilize new concepts related to industry licensing, regulations, policies/procedures, available programs/services

• Working experience in a related brokerage environment is a plus