Junior Institutional Relationship Manager

Responsibilities

• Present, promote and sell all available products within Connect (Institutional)
• Establish, develop, and maintain positive business relationships.
• Proactively respond to and manage inbound broker queries professionally and efficiently.
• Take ownership for driving an excellent client experience for Institutional clients & provide high calibre client service to ensure a positive client experience.
• Perform account and back office functions for institutional customers;
• Escalate unresolved issues to line manager, 2nd Line IT support, Business Operations and Payments as appropriate to support Institutional platforms, APIs, Grey-label & White-label infrastructure.
• Assist in the management of bespoke customer profiling and ensure adherence to TCF protocols inmunication of cost disclosure documents and other legal agreements.
• Provide proactive and timely support for the Institutional on-boarding process.
• Accurate processing of customer payments and bank detail record keeping with adherence to AML, data protection and security procedures.
• Build rapport with Institutional clients and assist with client entertainment and education as required.
• Act as a brand ambassador in all client interactions.
• Maintain personal / professional development to meet the changing demands of the role, including all relevant regulatory and legislative training;
• When dealing with all customers, clients or colleagues ensure that we provide a clear, fair and consistent high-quality service that presents a professional and positive image of CMC Markets Connect;
• Take all reasonable steps to ensure appropriate confidentiality; and
• Undertake such other duties, training and / or hours of work as may be reasonably required, and which are consistent with the general level of responsibility of this role.

Job ID CMC4461