Customercare relationship management
07-2014 - OraVendite - Fineco UK opening account service.
- Providing support with trading, credit and banking services for UK and Italian customers .
- Focussing on Fineco UK project for the preparation and the launch of Fineco on the UK market.
- Making Tests of new functions and implementing new services on Fineco UK account website and mobile application.
- Providing support with e-trading platform use, executing trading phone orders and also providing information on Global Stock Exchange Markets, OTC Market, Forex, equity, bonds, derivatives, fund transfers,corporate actions, other investment products and TAX related issues through Bloomberg and other tools usage.
- Collaborating with other teams (mainly product specialists, investment teams, operations) to provide solutions to more complex enquiries.
- On-boarding new clients, managing data privacy, observing Market Abuse, Kyc, Cdd, Aml, Mifid, Fatca, Pep regulations and delivering excellent customer experience in banking & trading services, managing operational risks.