Customer Experience Advisor – Wealth (Remote)

About the role

RAKBANK is seeking a service‑driven Customer Experience Advisor for its Wealth division. The role is fully virtual and serves as the first point of contact for clients needing assistance with equity trading and U.S. market activities.

Key responsibilities

• Assist customers with trading concepts across stocks, forex, crypto, and derivatives.
• Explain order types, margin, leverage, portfolio basics, and corporate actions.
• Troubleshoot technical issues such as login errors, failed orders, and navigation problems.
• Use the GTNME Admin Portal to review accounts, trades, and backend data.
• Escalate unresolved cases to technical teams when necessary.
• Apply KYC, AML, and data‑privacy regulations consistently.
• Educate clients on U.S. market sessions and major exchanges (NYSE, NASDAQ, AMEX).
• Handle inbound calls and chats, aiming for first‑call resolution while documenting interactions for compliance.

Required profile

• Bachelor’s degree or equivalent qualification.
• 1‑3 years of experience in equity trading support, brokerage operations, or financial‑services customer service.
• Solid knowledge of U.S. market practices, trading hours, exchanges, and settlement processes.
• Familiarity with trading platforms and backend systems.
• Understanding of KYC, AML, and data‑privacy regulations.

Required skills

• Equity trading support
• Brokerage operations
• Trading platform navigation
• KYC compliance
• AML compliance