About The Role
We are hiring in our Zapopan, Mexico office for a candidate to fulfil the following responsibilities:
• To undertake the onboarding of clients in a manner consistent with internal policies, procedures, and controls
• Provide clients with ongoing support
• Assist in the implementation of operational project plans
• Actively engage with clients to determine their needs and emerging trends
• Undertake AML/CFT checks and receive training from industry professionals
• Maintain clear client records within a CRM system
• Assist with daily operational and administrative tasks
• The right candidate may also be considered for alternate roles and positions within the Company after a short period
Required Skills & Experience
• An interest in the financial market trading and other related disciplines
• Preferably with financial services professional experience (at least 1-2 years experience)
• Good judgment and analytical skills
• Ability to handle multiple tasks and stay organised
• Excellent relationship management skills
• Proven interpersonal skills: persuasive, ability to listen to other ideas, and the ability to engage others in your ideas
• Excellent written and verbal communication and presentation skills
• University Educated at minimum
Benefits & Perks
• A rapidly growing team, with importance placed on culture and team building;
• Multiple opportunities for training, growth, and upskilling;
• You’ll be accorded the trust and independence to do your role. Senior Management prefers to empower rather than dictate.
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