Customer service representative in Trading room

Company Description

Phoenix Investment House (formerly Excellence) is a leading provider of investment, savings, and financial solutions in the Israeli capital market. The company caters to both private and institutional clients, as well as commercial entities both locally and internationally. Phoenix Investment House stands out for its years of experience, the professionalism and dedication of its employees, and its flexible yet responsible investment policies. Key operations include managing mutual funds under the Kesem brand, brokerage services under Excellence Trade, portfolio management and alternative investments under Phoenix Portfolio Management, and employee option trust services under ESOP.

Role Description

This is a full-time on-site role located in Bnei Brak for a Customer Service Representative in the Trading Room. The Customer Service Representative will be responsible for providing top-notch customer support, ensuring customer satisfaction, and delivering an excellent customer experience. Day-to-day tasks include handling inquiries, resolving issues, assisting with trading activities, and maintaining a high level of service quality. The role demands efficient problem-solving, effective communication, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• Customer Service Representatives, Customer Support skills
• Proven track record in ensuring Customer Satisfaction and enhancing Customer Experience
• Strong communication and interpersonal skills
• Ability to work under pressure and handle fast-paced environments
• Experience in the financial sector or trading room environment is a plus
• Proficiency in English and Hebrew languages
• Bachelor's degree in Finance, Business, or related field is advantageous