Global Markets Trade Desk Sales Associate

Summary of Job Duties:

• Serve as a primary point of contact for retail clients engaging in Global Markets products.
• Educate clients on the features, risks, and benefits of products including foreign currencies, precious metals, and market-linked instruments.
• Assist prospective and existing clients with account opening, funding, product selection, and ongoing service needs.
• Respond to inbound client inquiries via phone, email, and chat with a high level of professionalism and product knowledge.
• Proactively identify opportunities to deepen client relationships and promote appropriate solutions based on individual goals and risk profiles.
• Maintain up-to-date knowledge of global economic trends and how they relate to available products.
• Ensure compliance with all regulatory and internal policies regarding product disclosures, suitability, and documentation.
• Collaborate with internal teams in operations, compliance, and marketing to ensure seamless client onboarding and support.
• Guide clients through digital platforms and tools to enhance self-service and improve overall user experience.
• Perform periodic outreach to existing clients to review account activity, provide updates on relevant market developments, and ensure continued alignment with investment objectives.
• Proactively make outbound calls to targeted prospects.
• Maintain and update the sales pipeline in our CRM to ensure accurate forecasting and follow-up.

Competencies: To perform the job successfully, an individual should demonstrate the following:

• Achievement Focus – Demonstrates persistence and overcomes obstacles. Measures self against standard of excellence. Recognizes and acts on opportunities. Sets and achieves challenging goals. Takes calculated risks to accomplish goals.
• Communications – Exhibits good listening and comprehension. Expresses ideas and thoughts in written form. Expresses ideas and thoughts verbally. Keeps others adequately informed. Selects and uses appropriate communication methods.

• Managing Client Focus – Develops new approaches to meeting client needs. Establishes client service standards. Monitors client satisfaction. Promotes client focus. Provides training in client service delivery.
• Planning and Organization – Integrates changes smoothly. Plans for additional resources. Prioritizes and plans work activities. Sets goals and objectives. Uses time efficiently. Works in an organized manner.
• Problem Solving – Develops alternative solutions. Gathers and analyzes information skillfully. Identifies problems in a timely manner. Resolves problems in early stages. Works well in group problem solving situations.
• Multi-Tasking – Demonstrates strong ability to simultaneously manage several tasks or priorities. The primary focus is providing excellent customer service through phone and electronic means, and requires the ability to switch tasks without advance notice. 

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education & Preferred Qualifications:

• Bachelor’s degree in Business, Finance, Economics, or a related field.
• 10+ years of experience in financial services, specifically in client service or sales support within banking, brokerage, or global markets.
• Strong communication skills with a passion for educating and assisting individual investors.
• Ability to explain complex financial products in a clear, relatable manner.
• Strong organizational skills, attention to detail, and a proactive approach to problem-solving.
• Comfort with CRM systems, Microsoft Office Suite, and basic financial tools.
• Experience with Temenos Transact or Temenos T24 operating platform required.

Language Ability: 

Read, analyze and interpret complex documents. Respond effectively to sensitive inquiries while maintaining strict confidentiality. 

Mathematical Ability: Work with basic mathematical concepts and apply concepts such as fractions, percentages, ratios and proportions to practical situations.

Reasoning Ability:  Apply logical thinking to a wide range of intellectual and practical problems. 

Computer Skills: Must be competent in MS Office suite of products. Prior experience with core banking system platforms preferred.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate. The work environment is fast-paced, and heavily reliant on technology.  Individual must be comfortable with computer systems, email, web-based applications, and a paperless environment.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit. The employee is frequently required to use hands to execute tasks. The employee is occasionally required to stand and walk. The employee must be able to occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

The above job description is not intended to be an all-inclusive list of duties and standards of the position.  Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.