VP of Trade and Customer Support - Remote

Overview

The VP of Trade and Customer Support will act as a key point of contact for clients, ensuring strong relationships and effective communication while overseeing customer service operations.

In Short

• Acts as a point of contact for clients, forging strong relationships.
• Answers customer questions regarding account statements and platform inquiries.
• Conducts surveillance and reports issues to senior management.
• Ensures required documentation is delivered to customers.
• Updates customer information and holds mail requests.
• Collaborates with business and middle office colleagues.
• Holds regular Operational Service Level Reviews with clients.
• Proactively mitigates potential risks.
• Recognizes established policies and proposes solutions for improvement.
• Demonstrates accountability and seeks feedback for performance improvement.

Requirements

• Excellent interpersonal skills; able to communicate convincingly at all levels.
• Ability to navigate between technical, operational, and business environments.
• Strong organizational skills with high attention to detail.
• Strong written documentation abilities.
• Ability to coordinate with diverse groups to achieve strategic objectives.
• Self-motivated with the ability to work autonomously.
• Demonstrated ability to identify opportunities for improvement.
• Solution-focused, service-oriented, and proactive.
• Knowledge of industry standard clearing and booking systems.
• 5 years of professional working experience in a similar role.

Benefits

• Competitive salary based on experience.
• Excellent benefits including Health, Vision & Dental Insurance.