As a Customer Service Analyst, you will be the first point of contact for our clients, providing timely, accurate, and professional support across multiple channels. You will play a key role in delivering an excellent client experience while maintaining the highest standards of compliance and regulatory awareness.
Key Responsibilities
- Provide support to clients via phone, email, and live chat
- Handle queries related to:
- Trading accounts (CFDs, Spread Bets, Cash Equities, ETFs, GIA,s ISAs, SIPPs)
- Platform navigation and technical issues
- Deliver clear and accurate explanations of financial products
- Manage client expectations during periods of high market volatility
- Escalate complex or sensitive issues appropriately
- Support complaint handling in line with internal procedures
- Ensure all interactions comply with FCA regulations and internal policies
- Identify and appropriately handle vulnerable clients
- Maintain accurate records of client interactions in CRM systems
- Contribute to continuous improvement of customer experience
Required Skills & Experience
- 1-3 years experience in a brokerage, fintech, or financial services environment OR education in relevant business segment
- Strong communication skills (written and verbal)
- Ability to explain complex information in a simple and clear manner
- High attention to detail and accuracy
- Ability to work under pressure, especially during busy market periods
- Strong problem-solving skills and a proactive mindset
- Basic understanding of:
- Equities and ETFs
- CFDs and associated risks
- Investment account types (ISA, GIA, SIPP)
- Familiarity with trading platforms or fintech apps
- Awareness of regulatory requirements in financial services
- Customer focus and empathy
- Strong sense of ownership and accountability
- Compliance and risk awareness
- Clear and confident communication
- Adaptability in a fast-paced environment
- Team collaboration
What You’ll Need to Succeed
- A strong understanding of the importance of not providing financial advice
- The ability to balance speed and accuracy in a trading environment
- A professional and calm approach to handling sensitive or high-pressure situations
- A willingness to continuously learn about financial markets and products
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