Academy Agent

Client Education: Provide comprehensive training and education to clients on trading platforms and software tools. Assist clients in understanding the intricacies of online trading.

Software Support: Offer knowledge assistance and troubleshooting for trading software, ensuring clients can use the platform effectively with fast educations.

Customer Assistance: Address client inquiries, concerns, and issues promptly and professionally. Maintain a high level of customer satisfaction through effective communication and problem-solving. Effective Calendar Management (Client meetings are set daily in advance)

Perform all miscellaneous duties as delegated by Department Manager.
This role will also include Secondary tasks not specific to department. (Call & Risk related reviews and applicable administrative requirements.)
Upselling and Cross-selling: Identify opportunities to promote additional products or services to meet customer needs.

Platform Navigation: Guide clients in navigating the trading platform, including order execution, chart analysis, and risk management.

Market Insights: Stay updated on financial markets, trends, and events to provide clients with relevant information and insights.

Documentation: Maintain accurate records of client interactions, issues, and resolutions. (sessions) Share feedback and suggestions for software improvements with the development team.

Compliance: Ensure clients understand and adhere to trading regulations and company policies
 

Fluent in English and French with excellent communication skills, both written and verbal.
Bachelor's degree in finance, economics, or a related field is preferred.
Strong passion for educating and helping clients.
Technical aptitude and the ability to quickly learn and understand new software.
Proactive problem-solving skills.
Basic knowledge of financial markets and trading.
Customer-oriented and a strong team player.