Senior Client Management Executive (FX Trading)

Who Are We

Ultima Markets is a secure and regulated CFD trading gateway, offering access to 1,000+ instruments, including Forex, Commodities, Indices, and Stocks, to clients in over 170 countries. Founded in 2016, we are the Official Regional Partner of FC Internazionale Milano and the first CFD broker to support the UN Global Compact. We operate globally through entities regulated by the FCA, FSCA, and FSC, and in 2025 were honoured with 50+ global awards, including Best CFD Broker Global 2025.

To learn more about our company, please visit our website: https://www.ultimamarkets.com.

Job Description:

Sales Administrative & Operational Support

• Respond to sales team inquiries related to trading and account issues, including client account setup, system access problems, rebate claims, and commission structure clarifications; escalate inquiries to the Backend Operations Team for further investigation when needed.
• Maintain and update the client database, ensuring timely and accurate data entry.

Knowledge Management & Process Improvement

• Maintain and update operational SOPs, toolkits, and client onboarding documents to reflect the latest processes and standards.
• Support internal training for the sales team on new campaigns, promotions, system updates, and procedural changes, when assigned and where appropriate.
• Prepare performance reports on sales support operations for management review, when needed.
• Proactively identify, propose, and implement initiatives to enhance team efficiency and service quality.

Cross-Department Collaboration & Support

• Collaborate with the Marketing team on campaigns and promotions to ensure consistent execution and high-quality responses to client inquiries.
• Support other internal teams by coordinating their system/account-related requests with the Backend Operations Team to ensure timely resolution.

Job Requirements:

• Minimum 2 years experience in backend operations within the fintech industry; experience in the forex sector is highly desirable.
• Excellent proficiency in both verbal and written Chinese and English, with the ability to communicate clearly in a fast-paced, cross-border working environment.
• Proficient in tools such as Microsoft Office, CRM platforms, Jira, and other relevant ticketing or workflow management systems.
• Strong coordination, time management, and problem-solving skills, with the ability to work under pressure and manage multiple operational tasks simultaneously.
• High level of integrity, accuracy, and accountability when handling sensitive client and transactional data.
• Willingness to work on flexible shifts, including afternoon shifts (up to 10PM), midnight shifts (up to 12AM), and weekend shifts as required.