Customer Experience Advisor Wealth
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
About the Role
RAKBANK seeks a Customer Experience Advisor for Wealth to support equity trading and U.S. market practices.
Key Skills for This Role
Responsibilities
- Assist customers with key trading concepts (stocks, forex, crypto, derivatives)
- Explain common order types including market, limit, stop, and stop limit
- Provide guidance on margin, leverage, portfolio basics, and corporate actions
- Troubleshoot technical issues such as login errors, failed orders, or navigation challenges
- Use the GTNME Admin Portal to review accounts, trades, and backend data
- Escalate unresolved cases to technical teams when required
- Follow KYC, AML, and data privacy regulations consistently
- Apply verification and documentation procedures accurately
- Safeguard customer information and maintain confidentiality
- Educate customers on U.S. market sessions (premarket, regular, after hours)
- Provide guidance on major U.S. exchanges (NYSE, NASDAQ, AMEX)
- Handle inbound calls and chats with professionalism and empathy
Requirements
- Bachelor’s degree or equivalent qualification
- 1 to 3 years of professional experience in equity trading support, brokerage operations, or customer service within financial services
- Solid working knowledge of U.S. market practices, including trading hours, major exchanges, and settlement processes
- Familiarity with trading platforms and backend systems
- Sound understanding of KYC, AML, and data privacy regulations
Full Job Posting
About The Role
- We are looking for a skilled and service driven Customer Experience Advisor Wealth to join our Customer Experience Hub.
What You Will Be Doing
- Assist customers with key trading concepts
- Explain common order types
- Provide guidance on margin, leverage, portfolio basics, and corporate actions
- Troubleshoot technical issues
- Use GTNME Admin Portal to review accounts
- Escalate unresolved cases
- Follow KYC, AML, and data privacy regulations
- Apply verification and documentation procedures
- Safeguard customer information
- Educate customers on U.S. market sessions
- Provide guidance on major U.S. exchanges
- Handle inbound calls and chats
What We Are Looking For
- Bachelor’s degree or equivalent qualification
- 1 to 3 years of professional experience in equity trading support, brokerage operations, or customer service within financial services
- Solid working knowledge of U.S. market practices
- Familiarity with trading platforms and backend systems
- Sound understanding of KYC, AML, and data privacy regulations
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at RAKBANK
Business Development Manager- Mortgage Channels
Abu Dhabi, UAE
RAKBANK seeks a Business Development Manager for Mortgage Sales to drive business growth through strategic partnerships with real estate agencies, mortgage brokers, and property developers. The role requires expanding th
Vice President - Structured Products and FX
Abu Dhabi, UAE
RAKBANK seeks a Vice President to define and execute the Structured Products and FX product strategy and development roadmap. The role involves partnering with Treasury and Investment Banking, leading product lifecycle a
Teller
Abu Dhabi, UAE
RAKBANK is hiring a Teller to process cash and cheque transactions, manage till cash, and ensure compliance with operating procedures and central bank guidelines. The role requires accuracy, customer service skills, and
Senior Relationship Manager - SME Coverage , Sharjah & NE
Abu Dhabi, UAE
RAKBANK seeks a Senior Relationship Manager to manage and grow a portfolio of SME clients in Sharjah & NE. The role involves developing strong client relationships, cross-selling trade finance and banking solutions, and
Vice President - Treasury Product Controller
Dubai, UAE
RAKBANK seeks a Vice President – Treasury Product Controller to manage financial control and reporting of treasury products. The role ensures compliance with IFRS, accounting policies, and regulatory standards, and provi
Financial Analyst
Abu Dhabi, UAE
RAKBANK is seeking a Financial Analyst to analyze financial data, support management reporting, and drive business decisions. The role involves reconciliations, UAT, financial reporting, and process improvement. Ideal ca
Customer Experience Advisor (UAEN)
Abu Dhabi, UAE
RAKBANK is seeking a Customer Experience Advisor to provide exceptional service across banking channels. The role involves handling inquiries, resolving complaints, and cross-selling products. Ideal candidates have a bac
Assistant Relationship Manager- Select Segment
Abu Dhabi, UAE
RAKBANK is seeking an Assistant Relationship Manager for the Select Segment in Abu Dhabi to manage a portfolio of Business Banking liability clients, drive book growth, and cross-sell banking products. The role requires
Business Development Manager- Mortgage Channels
Abu Dhabi, UAE
Vice President - Structured Products and FX
Abu Dhabi, UAE
Teller
Abu Dhabi, UAE
Senior Relationship Manager - SME Coverage , Sharjah & NE
Abu Dhabi, UAE
Vice President - Treasury Product Controller
Dubai, UAE
Financial Analyst
Abu Dhabi, UAE
Customer Experience Advisor (UAEN)
Abu Dhabi, UAE
Assistant Relationship Manager- Select Segment
Abu Dhabi, UAE