Job Purpose:

Works as a primary point of contact in supporting the company's clients and improving the relationships with the clients.

Responsibilities:

 Handling the opening trading accounts, contracts & KYC forms with the clients with ensuring compliance with CMA bylaws.

 Responsible for AML/CTF related forms checkup.

 Update client’s information and maintain clients data on accurately on the company's system.

 Effective Coordinating with the Back Office team for clients (cash/stock) balances & inform overdue clients. 

 Maintain a good and positive relationship with the company's clients.

 Responding on the client's incoming calls and queries. on a timely manner.

Coordinate between client's and other departments, trading, operation and IT support as per business needs.

Qualifications:

Bachelor or diploma in Business management.

2 to 3 years of relevant experience preferably in financial field.

 Effective communication and interpersonal Skills.

 Time Management.

 Attention to details.

 Knowledge in trading operations system (IDS Broker Plus, Vestio) is a plus.

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