Join a global investment banking firm as a Client Services Specialist, serving as the first point of contact for clients in a dynamic trading environment. You will gain exposure to multiple asset classes, securities products, and operations workflows while delivering exceptional service and supporting client engagement across the APAC region.
Key Responsibilities
- Handle client inquiries via phone, chat, and email regarding trading platforms, funding, and account administration.
- Support onboarding for new clients, including first deposits and trading setup, ensuring smooth activation and satisfaction.
- Conduct outbound calls to potential clients to share product features, service benefits, and promotional campaigns.
- Collaborate with internal teams to resolve client issues efficiently and enhance the overall user experience.
- Manage client data updates, access permissions, and ensure adherence to internal compliance policies.
- Collect and share client feedback to improve digital tools and streamline the client journey.
Required Skills and Qualifications
Experience:
- Minimum 1-2 years of experience in customer service or client-facing roles, ideally within financial products such as FX, equities, or derivatives.
Technical and Functional Knowledge:
- Understanding of financial operations and trading platform functionality.
Soft Skills:
- Strong communication and interpersonal skills with a customer-first mindset.
- Comfortable making outbound calls and proactively engaging with clients.
Language Requirements:
- Japanese: Native proficiency (essential for client communication).
- English: Intermediate to Business-level proficiency (for internal coordination and reporting).
Preferred Skills & Qualifications
- JSDA qualification or equivalent financial services license.
- Familiarity with compliance or KYC procedures within financial institutions.
About the Company
You will join a global investment banking and securities firm operating across multiple regions, offering a collaborative, bilingual environment where professionals can develop a deep understanding of operations from front to back. The company values proactive communication, innovation, and continuous learning, making it an ideal workplace for those seeking long-term growth in the financial sector.
Why You'll Love Working Here
- Competitive compensation and performance-driven rewards.
- Exposure to global trading operations and multiple asset classes.
- Opportunity to collaborate with regional teams across APAC.
- A structured environment that fosters learning, professional development, and skill growth.
- Work alongside experienced specialists in a supportive and inclusive environment.
Don't Miss Out - Apply Now!
