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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client-facing roles with a strong understanding of trading and financial instruments, including Forex and CFDs. Proficient in using CRM tools like Salesforce for case management and maintaining compliance with operational workflows.
Highest-signal resume keywords
Client-Facing ExperienceKnowledge Of Trading InstrumentsFluent English And Native FrenchSalesforce CRM ProficiencyOperational Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Trading KnowledgeMarket MechanicsTroubleshooting AssistanceDocumentation MaintenanceCustomer Support
Soft Skills
Excellent Communication SkillsPositive AttitudePassion For Learning
Tools & Technologies
SalesforceZendeskVDI Access
Certifications & Qualifications
Active Business Registration
Industry Keywords
ForexCFDsCommoditiesIndicesRisk Mitigation
About the role
Key responsibilities & impact- Inform clients about OANDA products and explain how to use them through live chat, phone, email, and digital platforms
- Provide troubleshooting assistance and resolve technical or procedural queries regarding platform access, trading tools, and account processes
- Maintain working knowledge of OANDA’s products and services
- Manage and resolve standard cases using CRM tools such as Salesforce
- Maintain accurate documentation in ticketing systems and ensure a clear audit trail
- Follow operational workflows and regulatory standards for compliance and risk mitigation
- Participate in operational briefings, training, and knowledge transfer sessions
- Promote positive client relations and provide helpful customer support
Requirements
What you’ll need- Previous experience in client-facing roles
- Hands-on knowledge of trading and financial instruments, including Forex, CFDs, Commodities, and Indices
- Knowledge of market mechanics, including leverage, margin calls, order types, and spread
- Active business registration, or willingness to establish one, to operate as an independent contractor in the country of residence
- Fluent English and native French
- Readiness to work within North American business hours, typically 8:00 AM–5:00 PM
- Excellent communication skills and positive attitude
- Passion for learning and gaining knowledge about product and service changes
- Capability to use a personal device to access systems via VDI
- Experience with customer support infrastructure and ticketing platforms such as Salesforce and/or Zendesk is nice to have
Benefits
Comp & perks- Fully remote role
- Flexible scheduling and coverage during weekends/holidays on a rotational basis
- Use of own device to access systems via Virtual Desktop Infrastructure (VDI)
- Training and knowledge transfer sessions
- Inclusive and accessible work environment
- Accommodation during the recruitment and selection process