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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:

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Communicate with potential clients to provide pre-onboarding information, ensuring that they understand the basics of our services and products.

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Provide educational material to clients in line with CIRO regulatory requirements, including outlining risks associated with trading.

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Assist clients in the initial steps of setting up accounts while ensuring that all necessary compliance steps are adhered to before full onboarding.

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Ensure compliance with all CIRO regulations, including proper documentation, and the completion of necessary regulatory disclosures.

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Build strong relationships with clients, fostering trust and addressing their inquiries promptly.

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Stay updated on CIRO policies and regulatory developments through in-house training and external professional development initiatives.

Required Qualifications:

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Strong communication skills, both over the phone and via email.

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Proficiency in CRM programs and relevant software for client tracking and compliance management.

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Ability to meet performance targets while ensuring full regulatory compliance during client onboarding.

Employee Benefits:

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Full in-house training & development, including training on CIRO compliance and regulatory standards.

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Employee wellbeing program

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Free parking on-site

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Contributory pension scheme

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Fast progression opportunities

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Salary increase each year

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Office incentives

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Monthly and weekly spending vouchers for top performers

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