Highly motivated professional with extensive experience in financial operations, AML compliance, and
customer support within the Forex brokerage sector. Skilled in leveraging advanced CRM systems, trading
platforms (MT4/MT5), and financial analysis tools to enhance operational efficiency, client retention, and
regulatory compliance.
• Managing all client-related financial operations including deposits, withdrawals, and reconciliation
• Overseeing financial compliance and preparing internal reporting
• Coordinating with accounting and operations departments to improve workflow efficiency
• Designed and implemented client retention strategies for Middle Eastern and international clients
• Managed and trained the live chat support team
• Reduced response time and improved overall client satisfaction
• Successfully implemented a new CRM system and trained 15 new team members in under 3 months
Experienced team leader in financial operations and client support within the Forex brokerage industry. Proven track record in streamlining workflows, managing support teams, and servicing both Middle Eastern and international clients. Highly skilled in MT4/MT5 platforms, advanced CRM systems (especially B2Core), and financial tools such as Excel. Familiar with AML/KYC compliance requirements and capable of drafting professional correspondence in both English and Persian.
Trading Platforms: MetaTrader 4 & 5 – Advanced
MetaManager 5: Working knowledge of platform configuration and admin tools
CRM Systems: Expert in B2Core and broker-side CRMs
Excel: Advanced (including formulas and reporting)
Support Tools: LiveChat – Expert user
Compliance: Intermediate knowledge of AML / KYC procedures