Trade Desk Representative - Client Services

2 Months ago • 2 Years + • Finance • Administrative

About the job

2 skills required for this role

Test your skills to join the top 1% applicants for this job

excel

critical-thinking

Job Description

Trade Desk Representative needed with 2+ years of financial industry experience. Deep understanding of financial markets, margin methodologies, execution platforms, exchange operations and regulations is crucial. Excellent product knowledge of Equities, Options, Futures, Options on Futures, Fixed income, Mutual Funds, FX, CFDs. Must be fluent in English and German.

Must have:

Financial Industry
Financial Markets
Margin Methodologies
Exchange Operations

Good to have:

FINRA SIE
Series 7
Advanced Excel
Office Suite

Perks:

Hybrid Working
City Center Location

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Trade Desk Representative - Client Services - German - HYBRID

We require additional Trade Desk Representatives to join our expanding teams, especially those who speak German and are located within Ireland, for a hybrid role in our City Center location

Key Responsibilities:

Investigation of client inquiries encompassing a broad array of themes, including margin analysis, position liquidations, trade cancellation requests, order trigger conditions, products and global exchanges, order status and execution inquiries
Resolve routine and complex client inquiries, concerns, and complaints thoroughly and expeditiously via telephone, tickets, and chats, utilizing sound judgment and emphasizing courtesy.
Familiarize with various proprietary platforms, including trading systems and administrative portals, to educate clients to align with our self-service and highly automated business model.
Assist and support the Quality Assurance Department with complaint resolution.
Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering and Compliance and other service groups worldwide.
Analyse existing systems and procedures to recommend and assist in implementing enhancements while contributing to the development of client service systems, policies and procedures

Qualifications & Experience

University degree (NFQ level 7) in finance, economics or a related field
Minimum two years of financial industry experience
In-depth understanding of financial markets, margin methodologies, execution platforms, exchange operations and regulations
Excellent product knowledge: Equities, Options, Futures, Options on Futures, Fixed income, Mutual Funds, FX, CFDs
Strong PC technologies proficiency: Advanced Excel, Office Suite, Email
Trouble-shooter with a critical thinking mindset, passionate about technology and financial markets
Self-starter, able to handle stress, with the ability to work independently as well as part of a team
Fluent in English with strong verbal and written communication skills
Fluency in either German is required
FINRA SIE and Series 7 or interest in obtaining the certification