Customer Service Representative

Fortrade Ltd.; Watford; On-site; GBP 25,000 - 27,000; Full time

Job summary

A financial services company in Watford is seeking a proactive Customer Service Representative to provide support during the client onboarding process. The ideal candidate will possess strong communication skills and the ability to meet performance targets while ensuring compliance with regulations. Benefits include full training, a pension scheme, and performance-based incentives.

Benefits

Full in-house training

Employee wellbeing program

Free parking on-site

Contributory pension scheme

Fast progression opportunities

Annual salary increase

Performance-based office incentives

Monthly and weekly spending vouchers

Qualifications

• Strong communication skills, both over the phone and via email.
• Proficiency in CRM programs and relevant software for client tracking.
• Ability to meet performance targets while ensuring full regulatory compliance.

Responsibilities

• Communicate with potential clients to provide pre-onboarding information.
• Provide educational material to clients in line with CIRO regulatory requirements.
• Assist clients in initial steps of account set‑up while ensuring compliance.
• Ensure compliance with CIRO regulations and disclosures.
• Build strong client relationships and address inquiries promptly.
• Stay updated on CIRO policies and regulatory developments.

Skills

Strong communication skills

Proficiency in CRM programs

Ability to meet performance targets

Job description

We are seeking a proactive individual to join us as a Customer Service Representative located at Watford, Hertfordshire (office‑based).

Salary and Incentives: Starting £25,500 per annum, £26,500 per annum after a 3‑month probation period, plus an uncapped Service Bonus.

Key Responsibilities

• Communicate with potential clients to provide pre‑onboarding information.
• Provide educational material to clients in line with CIRO regulatory requirements.
• Assist clients in initial steps of account set‑up while ensuring all compliance steps are met before full onboarding.
• Ensure compliance with all CIRO regulations and complete necessary regulatory disclosures.
• Build strong relationships with clients, fostering trust and addressing inquiries promptly.
• Stay updated on CIRO policies and regulatory developments through in‑house training and external professional development initiatives.

Required Qualifications

• Strong communication skills, both over the phone and via email.
• Proficiency in CRM programs and relevant software for client tracking and compliance management.
• Ability to meet performance targets while ensuring full regulatory compliance during client onboarding.

Employee Benefits

• Full in‑house training and development, including CIRO compliance and regulatory standards.
• Employee wellbeing program.
• Free parking on‑site.
• Contributory pension scheme.
• Fast progression opportunities.
• Salary increase each year.
• Office incentives based on performance.
• Monthly and weekly spending vouchers for top performers.

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