Be the trusted point of contact for premium clients of our Cyprus regulated entity. You will manage day‑to‑day relationships, guide onboarding and reviews, handle client instructions in line with policy, and translate real client needs into clear feedback for product and operations—without providing investment advice.
Job Responsibilities
- Own relationships with premium clients end‑to‑end; respond promptly, document clearly and follow through to resolution
- Coordinate onboarding with Client Operations (KYC/AML), ensuring accurate data and audit‑ready records
- Conduct periodic account reviews; support appropriateness/suitability workflows where applicable and ensure proper evidence
- Handle client instructions and requests in accordance with internal policies and approvals; ensure clear communication and record‑keeping
- Educate clients on platform features, processes and disclosures; communicate changes and incidents transparently (no investment advice)
- Manage queries and complaints professionally; escalate with context and track to closure
- Maintain clean CRM data and ticket histories; prepare client communications and agreed reports
- Capture and prioritise client feedback for Product & Engineering; represent the client in refinement sessions
- Liaise with Legal & Risk to ensure all communications are fair, clear and not misleading; follow approval routes
- Support counterparty, data‑provider and service‑provider coordination where client experience is affected
Key tools and practices
- CRM and ticketing systems, email hygiene and templates
- KYC/AML screening/workflow tools; secure document handling
- Microsoft Excel/Google Sheets; basic dashboards and MI
- Documentation discipline (call notes, outcomes, evidence); confidentiality by default
- Familiarity with OMS/EMS processes and market terminology is a plus
Qualifications
- CySEC Advanced Certification in good standing (current; able to provide certificate/ID and meet CPT requirements)
- 3–5 years in client relationship/account management within regulated financial services
- Working knowledge of conduct rules (e.g., client categorisation, appropriateness/suitability, best‑execution disclosures, complaints handling)
- Excellent written and spoken English; additional languages are an advantage in a multi‑language client environment
- Strong stakeholder management and clear, calm communication under time pressure
- Comfortable collaborating with engineers and operations; able to translate client needs into precise, testable requirements
- Ability to work on‑site in Limassol; hybrid may be possible after probation
We encourage applications from all qualified candidates and provide reasonable accommodations on request (email [email protected]).
Other skills
- Integrity and discretion with sensitive information; meticulous record‑keeping
- Empathy, patience and a service mindset, balanced with regulatory discipline
- Structured problem‑solver; anticipates risks and sets expectations clearly
- Exposure to markets/own‑account trading helpful for context (not required)