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Client Engagement Specialist
Ig Group
Chicago, IL, United States
Job Details - this job has expired, please see similar jobs below
Job Purpose:
The Client Engagement Specialist (CES) supports Nadex active clients by delivering a first class client experience. The CES leverages multiple channels of communication to provide: platform and product tutorials, trading and technical support, verification of client banking information and account management assistance to improve client engagement and retention.
Role Responsibilities:
• Build and nurture relationships with existing client-base
• Proactive client engagement through various channels including: phone, email, live chat, webinar, and social media
• Assist clients with account and trading inquiries while adhering to SLA’s and delivering frictionless support
• Drive change throughout the department with a positive, optimistic mindset to champion the client
• Analyze client banking documentation in order to ensure adequate verification requirements are met
• Collaborate with the Treasury department on various payment transactions, projects and initiatives
• Liaise with Compliance on specific requirements and regulations arising under special circumstances
• Proactively identify potential risk and escalate anomalies to management where appropriate
• Demonstrate a strong understanding of the Nadex proprietary platforms, products, and website
• Collaborate with cross-functional departments on projects and continuously improve operational inefficiencies
• Exude the firm’s visions and values by championing the client, leading the way, and loving what we do
Person Specification:
Ability / Expertise
• Professional, thorough and organized with strong follow-up skills
• Excellent problem solving skills
• Proactive individual who is results-oriented
• Works well in an individual and team environment
• Excellent interpersonal skills and a collaborative work style
• Strong work ethic and positive attitude
• Open to direction and commitment to get the job done
• Must be adaptable to the firm’s scheduling needs, including evenings and weekends
• Enthusiasm to develop and grow
• Uphold IG/Nadex’s vision and values
Qualifications
• Bachelor’s degree or equivalent work experience
• 1-3 years of financial services experience within a client facing role
• General knowledge and interest in financial markets
• Knowledge of Salesforce/CRM experience
• Excellent communication skills, both written and verbal
• Advanced computer skills in Word, Excel, PowerPoint, Outlook, Salesforce and ability to multi-task.
Personal Attributes
This will be a busy role in a team so the successful candidate’s behaviours will need to strongly aligned to our values:
• Champion the client: customer service is a passion, cultivates trust, has clarity and communicates well, works with pace and momentum
• Lead the way: innovative and resilient, strong learning agility and curiosity
• Love what we do: Conscientiousness - has high self-discipline, carefulness, thoroughness and organisation, Flexible and adaptable