Junior Client Support Specialist

Currency Exchange International (CXI) is a Financial Services and Technology Provider based in Orlando, Florida.

CXI provides a wide range of foreign exchange services to customers in the United States. CXI’s primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options.

Visit our website to learn more about life at CXI:

Our Value Statement:We help our clients identify and create foreign exchange solutions, delivering a best practices approach through unparalleled customer service and integrated technology to create significant financial and operational efficiencies.
Our Values:

• Customer First
  - We earn the right to be our clients’ first choice.
• Integrity
  - We hold ourselves to the highest standard to build trust.
• Collaborative
  - We always win as a team.
• Innovative
  - We find new methods to deliver change and advance technology to the industry.
• Passionate
  - We are driven to be the best in class.

Currency Exchange International is looking for a skilled and motivated Junior Client Support Specialist to join our Sales & Implementation team. This is a hybrid position, based in Orlando, FL.
Summary:The Junior Client Support Specialist supports the sales organization and assists with day-to-day client support activities before and after a sale. This role helps maintain accurate sales and customer information, coordinates onboarding documentation, responds to routine client and internal inquiries, and provides administrative support to help the sales team meet its goals. The specialist works under the guidance of the Implementation & Client Sales Support Lead and collaborates with internal partners to ensure timely, accurate service.

Essential Functions:

• Provide day-to-day sales and client support
• Respond to routine customer and internal inquiries and escalated complex issues as needed
• Assist the manager with team tracking and reporting, as requested
• Provide basic CXI system support and assist with user administration under guidance
• Enter and maintain accurate CRM records
• Update and track sales pipeline information
• Assist with tracking customer activity and performance
• Provide basic FX Direct training and support; escalated advanced issues as needed
• Review onboarding documentation for accuracy and completeness
• Assist with processing new customer packages and track their progression
• Support customer events, trade shows, and territorial meetings
• Assist with customer-focused sales programs and activities
• Coordinate with functional partners to help resolve client service issues
• Prepare routine sales reports from TMS and CRM
• Support clear and timely communication within the team
• Assist with business development activities, as appropriate
• Coordinate team meetings, both on-site and off-site
• Schedule conference calls
• Prepare meeting minutes and follow-up notes
• Prepare internal and external communications
• Create and update sales and marketing presentations
• Maintain Sales SharePoint files and folders
• All other duties as assigned
• Action Oriented
• Functional Skills
• Situational Adaptability
• Effective Communication
• Nimble Learning

Required

Education and Experience:

• 0-1 year of experience in client support, customer service, sales support, or a related field; relevant internship experience is acceptable
• Strong verbal and written communication skills with the ability to explain information, policies, and procedures clearly to clients and internal stakeholders
• Ability to…