Forex Customer Service Specialist
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
About the Role
STARTRADER seeks a proactive Customer Service Specialist to engage with prospective clients interested in trading services. The role involves making outbound calls, qualifying leads, and transferring them to the Sales team.
Key Skills for This Role
Responsibilities
- Contact inbound and outbound leads through phone calls in a timely manner
- Introduce the company's products and services in a professional and compliant manner
- Understand each customer's trading interest, experience, and requirements
- Qualify leads based on predefined criteria before transferring them to the Sales team
- Schedule callbacks or appointments for Sales Executives when required
- Maintain accurate customer records and update all interactions in the CRM system
- Follow up with leads who were unavailable or requested additional information
- Answer basic customer queries regarding account opening, platform features, and company services
- Ensure a smooth customer experience during the initial engagement process
- Coordinate closely with the Sales team to ensure effective lead handover
- Meet daily and weekly KPIs related to calls, lead qualification, and successful transfers
- Adhere to company policies, compliance guidelines, and customer service standards
Requirements
- 1–3 years of experience in Customer Service, Customer Support, Telecalling, Lead Qualification, or Call Centre roles
- Previous experience in Forex, CFD, Financial Services, Banking, or FinTech industry is highly preferred
- Excellent verbal communication and interpersonal skills
- Comfortable making a high volume of outbound calls
- Experience using CRM systems is an advantage
- Strong organizational and follow up skills
Full Job Posting
Role Overview
- We are looking for a proactive and customer focused Customer Support Executive to engage with prospective clients who have expressed interest in our trading services.
- The successful candidate will be responsible for making outbound calls to newly generated leads, understanding their trading requirements, providing basic product information, qualifying their interest, and seamlessly transferring qualified leads to the Sales team.
- This role is ideal for candidates with excellent communication skills who enjoy interacting with customers and building positive first impressions.
Key Responsibilities
- Contact inbound and outbound leads through phone calls in a timely manner.
- Introduce the company's products and services in a professional and compliant manner.
- Understand each customer's trading interest, experience, and requirements.
- Qualify leads based on predefined criteria before transferring them to the Sales team.
- Schedule callbacks or appointments for Sales Executives when required.
- Maintain accurate customer records and update all interactions in the CRM system.
- Follow up with leads who were unavailable or requested additional information.
- Answer basic customer queries regarding account opening, platform features, and company services.
- Ensure a smooth customer experience during the initial engagement process.
- Coordinate closely with the Sales team to ensure effective lead handover.
- Meet daily and weekly KPIs related to calls, lead qualification, and successful transfers.
- Adhere to company policies, compliance guidelines, and customer service standards.
Requirements and Skillset
- Bachelor's degree preferred.
- 1–3 years of experience in Customer Service, Customer Support, Telecalling, Lead Qualification, or Call Centre roles.
- Previous experience in the Forex, CFD, Financial Services, Banking, or FinTech industry is highly preferred.
- Excellent verbal communication and interpersonal skills.
- Comfortable making a high volume of outbound calls.
- Experience using CRM systems (Salesforce, HubSpot, Zoho, Microsoft Dynamics, etc.) is an advantage.
- Strong organizational and follow up skills.
- Ability to multitask and work in a target driven environment.
- Positive attitude with strong customer relationship skills.
Preferred Languages
- English (Mandatory).
- Additional languages such as Arabic will be considered an advantage.
Key Competencies
- Customer Service, Lead Qualification, Outbound Calling, Communication Skills, CRM Management, Relationship Building, Time Management, Attention to Detail, Team Collaboration, Active Listening.
Key Performance Indicators (KPIs)
- Number of outbound calls made per day.
- Lead contact rate.
- Qualified leads generated.
- Lead to Sales handover rate.
- CRM data accuracy.
- Follow up completion rate.
- Customer satisfaction and professionalism.
- Call quality and compliance adherence.
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 STARTRADER
ST06 - Senior Relationship Manager (Arabic Speaker)
Dubai, UAE
STARTRADER is seeking a dynamic Senior Relationship Manager (Arabic Speaker) to acquire and manage a portfolio of high-net-worth clients in the FX/CFD industry. The role involves building long-term relationships, providi
ST39 - Global Social Media Manager
Dubai, UAE
STARTRADER seeks a Global Social Media Manager to lead and scale social presence across multiple markets. This onsite role in Dubai involves developing global social strategy, managing paid campaigns, ensuring compliance
HR Admin and Operations
Dubai, UAE
STARTRADER is looking for an experienced HR professional to manage HR Admin and operations for their Dubai office. The role includes offer letter creation, payroll coordination, employee documentation, onboarding, and of
Relationship Manager
Dubai, UAE
STARTRADER is seeking an experienced Client Relationship Manager in Dubai to manage and develop relationships with trading clients. The role requires prior experience in a regulated Forex brokerage, strong understanding
Global Design Manager
Dubai, UAE
Job Description Job Description Position: Global Design Manager Location: Dubai, UAE Employment Type: Full-Time Company Description Startrader is an SCA regulated platform, operating across 200+ regions with regulation b
Senior Relationship Manager (Arabic)
Dubai, UAE
Job Description Position: Senior Relationship Manager(Arabic Speaker) Location: Dubai, UAE Job Type: Full-time Company Description: At STARTRADER, we combine trusted foundations with advanced technology to empower trader
ST39 - Global Social Media Manager at STARTRADER
Dubai, UAE
ST39 - Global Social Media Manager Dubai Full time ONSITE Job Description Position: Global Social Media Manager Location: Dubai, UAE Employment Type: Full-Time Company Description At STARTRADER, we combine trusted founda
ST39 - Global Social Media Manager
Dubai, UAE
Position: Global Social Media Manager Location: Dubai, UAE Employment Type: Full-Time Company Description At STARTRADER, we combine trusted foundations with advanced technology to empower traders worldwide. As a global b
ST06 - Senior Relationship Manager (Arabic Speaker)
Dubai, UAE
ST39 - Global Social Media Manager
Dubai, UAE
HR Admin and Operations
Dubai, UAE
Relationship Manager
Dubai, UAE
Global Design Manager
Dubai, UAE
Senior Relationship Manager (Arabic)
Dubai, UAE
ST39 - Global Social Media Manager at STARTRADER
Dubai, UAE
ST39 - Global Social Media Manager
Dubai, UAE