Client Services & Operations Associate (Forex & CFD)

Full time

4d ago , from Illawarra Mercury Job Board

FXT is a global financial services provider specialising in retail Forex and CFD trading solutions for clients worldwide.

Operating within a regulated financial services environment, FXT is committed to delivering a professional, transparent and client-focused trading experience.

About FXT

FXT is a global financial services provider specialising in retail Forex and CFD trading solutions for clients worldwide.

Operating within a regulated financial services environment, FXT is committed to delivering a professional, transparent and client-focused trading experience.

We are seeking a highly detail-oriented and client-focused Client Services & Operations Associate to join our Sydney team.

This role is ideal for someone with experience in Forex, CFDs, online brokerage or financial services who enjoys combining client relationship management with operational responsibilities.

About the Role

As a Client Services & Operations Associate, you will be responsible for supporting FXT’s global client base by delivering high-quality Tier 1 client services and assisting with daily client operations.

You will become an important point of contact between our clients and internal teams, helping clients navigate their trading journey while ensuring all processes are handled accurately, efficiently and in accordance with company procedures.

This role requires someone who can balance two important qualities:

- The service mindset of a premium hospitality professional, creating trust and confidence with clients;
- The attention to detail and discipline expected in a regulated financial services environment.

Key Responsibilities

Client Services & Client Relationship Management

- Provide professional Tier 1 support to global clients through email, chat and other communication channels.
- Assist clients with account-related enquiries, platform questions and general trading service information.
- Deliver a high-quality client experience through clear communication, ownership and timely follow-up.
- Support new client engagement activities, including:
- Welcoming recent clients;
- Providing guidance on platform features and available services;
- Helping clients better understand and utilise FXT products.

- Build positive client relationships through professional, patient and empathetic communication.




- Identify recurring client issues and provide feedback to internal teams to improve client experience.

Client Operations Support

- Support daily client account operations and administrative processes.
- Follow up on client onboarding and KYC verification progress.
- Assist clients throughout the verification journey by providing clear guidance and accurate information.
- Coordinate deposit and withdrawal-related enquiries with relevant internal teams.
- Maintain accurate client records and ensure all client interactions are properly documented.
- Follow internal procedures when handling client information and operational requests.

Compliance & Quality Standards

- Ensure all client communications are accurate, professional and aligned with company policies.
- Maintain strong awareness of regulatory and compliance requirements within financial services.
- Handle confidential client information with care and professionalism.
- Escalate matters appropriately according to internal procedures.
- Ensure client requests are handled consistently, fairly and accurately.

About You

You are someone who understands that excellent client service in financial services requires both strong communication skills and operational discipline.

You will have:

- Previous experience working within Forex, CFD, online brokerage or financial services.
- Experience supporting international clients in a customer-facing role.
- Strong written and verbal communication skills in English.
- Native-level Mandarin Chinese communication skills.
- Ability to independently communicate with English-speaking clients and explain company processes clearly and professionally.
- Strong attention to detail and accuracy when handling client information.
- Ability to manage multiple priorities in a fast-paced environment.
- A proactive mindset with the ability to identify issues and contribute to process improvements.

Personal Attributes

The successful candidate will demonstrate:

Strong attention to detail You understand that accuracy is critical when supporting clients in financial services.





Ownership and responsibility You take accountability for your work, follow through on commitments and actively resolve issues.

Patience and professionalism You remain calm, respectful and solution-focused when assisting clients.

Strong communication skills You can explain information clearly and build trust with clients from different backgrounds.

Resilience under pressure You can maintain quality and professionalism in a fast-paced environment.

Client empathy You genuinely care about understanding client needs while maintaining professional boundaries.

Compliance awareness You understand that protecting clients and following proper procedures are fundamental responsibilities.

Requirements

- Previous experience in Forex, CFD, online trading, brokerage or financial services is required.
- Professional English communication skills are required.
- Native or fluent Mandarin Chinese communication skills are required.
- Experience supporting international clients is highly preferred.
- Experience with CRM systems, ticketing platforms or client management systems is preferred.
- Availability to work on a shift-based schedule supporting global clients.

Why Join FXT?

At FXT, you will have the opportunity to develop your career within a global financial services organisation.

This role provides exposure across:

- Client relationship management;
- Financial services operations;
- Client onboarding;
- Trading platform support;
- Cross-functional collaboration with Operations, Compliance and Product teams.

We are committed to supporting your professional growth with a clear career pathway:

Client Services & Operations Associate
-> Senior Client Relationship Specialist
-> Team Lead / Client Experience Management

Our Ideal Candidate

You are not simply looking for a customer service role.

You are someone who enjoys helping clients, solving problems and building trusted relationships, while understanding that financial services require precision, responsibility and strong compliance awareness.

You bring the warmth and care of a premium client service professional, combined with the discipline and attention to detail expected in a regulated financial institution.

If you are passionate about delivering exceptional client experiences and building a long-term career in financial services, we would love to hear from you.

#J-18808-Ljbffr

📌 Client Services & Operations Associate (Forex & CFD) (New South Wales)
🏢 Gleneagle Securities
📍 New South Wales