Dealing Client Services (DCS) Associate

Dealing And Client Service Associate I

Monex USA is looking for a Dealing and Client Service Associate to handle pre and post-transaction inquiries for both internal and external customers. The role will be responsible for responding to incoming calls and emails in accordance with agreed service level agreements and quality standards whilst delivering a high-quality customer experience. In addition to supporting external customers directly, this role will provide support to the internal dealing desk and work closely with the back-office operations team to facilitate a harmonious flow of information internally and externally. This position plays a key role in providing a first-class experience to internal and external customers.

Responsibilities :

• Processing of offline transactions through phone and email correspondence
• Setup and configuration of client accounts, authorized users, wire templates, etc.
• Troubleshooting and follow-through of customer inquires
• Acting as a liaison between back-office operations and external customers
• Accepting and assisting with inbound and outbound calls and emails from clients
• Providing support for mass communications and other marketing campaigns
• Providing support to dealing desk by handling calls, email, and order entry overflow

Requirements :

Preferred Qualifications :

Travel :

Compensation :

Benefits :

Monex Inc. is an Equal Opportunity Employer. Diversity is valued and the company will not tolerate any form of discrimination or harassment.