Thomas De Caluwé Email & Phone Number

Amsterdam, Nh, Nl

Amsterdam, North Holland, Netherlands

London, England, United Kingdom

London, England, United Kingdom

London, United Kingdom

London, United Kingdom

As a Client Relations Executive I am responsible both for being the first point of contact for any inbound enquiries from prospective clients across the Private, Corporate and E-Commerce desks, and for managing every clients’ on boarding experience.I specialise in on-boarding Dutch accounts, closely working with the sales team in Amsterdam and advising them on the KYC and financial compliance requirements for each client. I took on the French desk 6 months into the role. This… Show more As a Client Relations Executive I am responsible both for being the first point of contact for any inbound enquiries from prospective clients across the Private, Corporate and E-Commerce desks, and for managing every clients’ on boarding experience.I specialise in on-boarding Dutch accounts, closely working with the sales team in Amsterdam and advising them on the KYC and financial compliance requirements for each client. I took on the French desk 6 months into the role. This involved speaking with French clients on a day to day basis, answering any queries they might have in regards to the service, advising them on their registration and getting them to a tradeable status as efficiently as possible.The client relations executive role consists of a Sales and On-boarding aspect: Sales:* Following up on all inbound leads and actively managing prospects on the CRM, which involves a full understanding of the product suite that World First offers. * Being able to correctly gauge the needs of every prospect and effectively communicate the benefits of using World First over competitors. On-boarding:* Liaising efficiently with World First customers over both phone and email in a positive and friendly manner to resolve any pre- or post trade queries they may have* Understanding and executing fully the on-boarding process so I can explain this coherently to clients and ensure that their trades are compliant.* Gathering the relevant documents for clients to complete their registration and make this process as convenient and hassle-free as possible.* Acting as a brand ambassador, creating a positive experience for our customers so that they continue to trade through World First as well as recommend us to others.* Perform Know Your Customer (KYC) due diligence. Show less

Antwerp Area, Belgium

Level 4 Certificate In Investment Management

Bachelor'S Degree, Marketing