Customer Service & E-Trade Representative

Job brief

Employment Type: Full Time

Experience: 1 to 3 years

Job description

Role Purpose:

C.S & E-Trade Representative is responsible to serve the customers by full filling their requirements and requests, answering inquiries, resolving any conflicts, while maintaining an up-to-date database with accurate information.

Key Accountabilities (including but not limited to):

  • Market for the E-trading
  • Responsible for providing support and guidance to the clients on using the E-Trade website and application.
  • Updating daily Reports on the system, highlighting technical and fundamental reports.
  • Checking and Maintaining the system.
  • Activating the Market Watch subscription on monthly basis.
  • Resolve customer complaints and problems by exploring alternative solutions and escalate unresolved problems as required.
  • Fulfill and complete all clients inquires (transactions, complaints or settlement cash, etc.,) and forward requests with compliance to the business work flow.
  • Promoting additional services for customers by explaining features details and its added value, in order to achieve pre-determined target.
  • Maintaining an up-to-date call center database.
  • Marketing and announcing clients with the new IPOs to increase clients’ orders.
  • Following up with clients on the Capital Increase to update their portfolios.
  • Handling any inquires related to Online Trading system received from CIB Branches or CIBC Branches.

Performance Indicators:

  • Increase number of clients and activate company’s old clients
  • Attract potential customers by answering product & service questions, suggesting information about other products & services, Customer follow up, follow up subscriptions procedures and statements requested from account officers.
  • Executing manual orders with zero errors
  • Ability to solve clients’ problems and answer will and answer all inquiries accurately in minimum call duration.
  • Ability to demonstrate the errors that appear in online E- Trade/ application
  • Supporting the brokerage staff, their clients and branches and handling all their requirement with minimum time.


Bachelor’s Degree in business administration or other relevant discipline.


  • Minimum 1-3 years’ experience in a relative field.

Job-Specific Skills:

  • Excellent interpersonal skills
  • Proficient in relevant computer applications
  • Knowledge of customer service principles and practices
  • Respect and maintain the confidentiality of information.
  • Excellent judgment and creative problem solving skills including negotiation and conflict resolution skills.

Generic Skills:

  • High level negotiation skills
  • High level of communication skills

Competencies: Behavioral Competencies

  • Initiative
  • Working with Others
  • Problem Solving
  • Adaptability & Flexibility
  • Coping with Pressures
  • Client Management

How to apply

Kindly send your resume to mentioning the job title in the subject .

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