Partner Success Analyst

Partner Success Analyst will provide client support across all client groups whilst working collaboratively with the business. The role is very varied and exploits different skillsets, including front and back-office responsibilities.

Main Duties & Responsibilities:

• Being the first point of contact for LMAX Global and Digital clients and acting as an ambassador for the company servicing clients across different trading platforms.
• Providing client support at all levels, dealing quickly and efficiently with enquiries or complaints by phone, post, email and live chat.
• Carrying out administrative back-office tasks that are in line with client account management and support, which includes running reports, account statements, dealing with ad-hoc external client and internal requests.
• Perform the role of a trader, processing client trades over the telephone
• Assist clients with an understanding of their trade executions with an in-depth analysis
• Client account management – includes opening an account, documents chase up, dealing with trading queries, following up on clients’ payment and trading activities
• Carry out basic Payments tasks, such as fund transfers to and from MT4/5 and inter account transfers, verifying client bank accounts, raising deposits to Broker Operations
• Understanding of CFD dividends & FX Swaps to assist clients with their queries
• Support the Sales team where necessary
• Support Introducing Brokers and their clients
• Work to weekly, monthly and quarterly objectives and targets
• Follow internal policies and adhere to regulatory requirements