LanceSoft Middle East

Wealth Support Specialist

LanceSoft Middle East

Ras Al-Khaimah, Ras al Khaimah, United Arab Emirates · Full Time

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Experience
Any
Salary
Openings
3
Posted
1 hour ago
Work mode
In office
Resume
Required to apply

Where you'll work

Job description

Role Overview

We are recruiting for the position of Wealth Support Specialist to join our client’s team in Ras Al Khaimah on a permanent basis. This role involves managing customer inquiries primarily via phone communication.

Key Responsibilities

  • Address customer questions related to trading and investment products including Stocks, Forex, Cryptocurrency, and Derivatives.
  • Explain and assist with order types, margin requirements, leverage, and portfolio management fundamentals.
  • Provide support and resolve user issues related to trading platforms and handle basic troubleshooting of applications and systems.
  • Maintain knowledge of U.S. market operational practices like trading hours, settlement procedures, and corporate actions.
  • Deliver excellent customer service and maintain effective communication with clients.

Candidate Requirements

  • Mandatory experience in banking, brokerage, or financial services sector.
  • Familiarity with trading and investment product types and mechanics.
  • Understanding of compliance aspects such as KYC, AML, and data privacy.
  • Strong communication skills and customer-oriented approach.

Additional Information

The position requires candidates to provide details such as expected salary, notice period, current location, and interview availability along with their CV for consideration.

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