Customer Experience Advisor Wealth

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Serve as the first point of contact for customers needing support for equity trading and U.S. market practices. Resolve technical and trading-related questions, troubleshoot issues (e.g., login errors and failed orders), and review account/trade data via the GTNME Admin Portal. Provide guidance on order types, margin/leverage, exchanges, and market sessions, while ensuring KYC, AML, and data privacy compliance and documenting interactions for audits.

Location: Ras Al Khaimah

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Assist customers with trading concepts including stocks, forex, crypto, and derivatives.
•Explain order types (market, limit, stop, and stop limit) and provide guidance on margin, leverage, portfolio basics, and corporate actions.
•Troubleshoot technical issues such as login errors, failed orders, and navigation challenges.
•Use the GTNME Admin Portal to review accounts, trades, and backend data, escalating unresolved cases to technical teams when needed.
•Handle inbound calls and chats, aim for first-call resolution, and document interactions while following KYC, AML, and data privacy requirements.

Key Requirements

•Bachelor’s degree or equivalent qualification.
•1 to 3 years of professional experience in equity trading support, brokerage operations, or customer service in financial services.
•Working knowledge of U.S. market practices, including trading hours, major exchanges, and settlement processes.
•Familiarity with trading platforms and backend systems to navigate and resolve technical or transactional issues.
•Understanding of KYC, AML, and data privacy regulations for handling sensitive customer information compliantly.

Experience:1-3 yearsFinancial services

Education:Bachelor's

Skills:Service orientationProblem-solvingProfessionalismEmpathyConfidentiality

Tech Stack:GTNME Admin Portal

Company Brief

RAKBANK

Website

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RAKBANK

1 week ago

Customer Experience Advisor Wealth

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Location: Ras Al Khaimah

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Assist customers with trading concepts including stocks, forex, crypto, and derivatives.
•Explain order types (market, limit, stop, and stop limit) and provide guidance on margin, leverage, portfolio basics, and corporate actions.
•Troubleshoot technical issues such as login errors, failed orders, and navigation challenges.
•Use the GTNME Admin Portal to review accounts, trades, and backend data, escalating unresolved cases to technical teams when needed.
•Handle inbound calls and chats, aim for first-call resolution, and document interactions while following KYC, AML, and data privacy requirements.

Key Requirements

•Bachelor’s degree or equivalent qualification.
•1 to 3 years of professional experience in equity trading support, brokerage operations, or customer service in financial services.
•Working knowledge of U.S. market practices, including trading hours, major exchanges, and settlement processes.
•Familiarity with trading platforms and backend systems to navigate and resolve technical or transactional issues.
•Understanding of KYC, AML, and data privacy regulations for handling sensitive customer information compliantly.

Experience:1-3 yearsFinancial services

Education:Bachelor's

Skills:Service orientationProblem-solvingProfessionalismEmpathyConfidentiality

Tech Stack:GTNME Admin Portal

Company Brief

RAKBANK

Website