Head of Support / Back Office
RaiseFX Financial Services
مجموع سنوات الخبرة :3 years, 10 أشهر
Client Support:
• Addressing client inquiries and providing assistance with account-related matters.
• Resolving issues and discrepancies related to trades, transactions, and account statements.
• Processing client documentation, including account applications and compliance forms.
• Risk Management:
• Monitoring and reporting on trading activities to identify and address potential risks.
• Coordinate with risk management teams to ensure compliance with risk guidelines and policies
• Collaboration with Other Departments:
• Collaborating with compliance, finance Management, and IT departments to maintain operational efficiency
Regulatory Compliance:
• Staying informed about relevant financial regulations and ensuring adherence to compliance standards
• Assisting in the preparation of reports required by regulatory authorities.
Technology and Systems:
• Providing technical support to clients and internal staff regarding system-related issues
Manage invoicing processes
• Ensuring accuracy and timeliness in billing for construction projects
• Project teams, track expenses, and reconcile accounts
• Optimizing financial workflows
• Attention to detail and proficiency in billing
• Addressed customer inquiries about services or referred them to the right resource for guidance.
• Handled customer complaints with integrity and poise and, when necessary, referred dissatisfied customers to the appropriate individuals for resolution.
• Performed various clerical tasks including but not limited to typing, filing, maintaining service logs, and data entry.