15 диалогов для финансового консультанта на английском для занятий с нашим репетитором

1.

A: Summer is over, and our desk usually runs smoothly again.

B: I agree, but this week I’m still handling leftover mismatches from August.

A: Do you speak to the VIP clients yourself?

B: I do, and today I’m calling three funds about new fee tiers.

A: Good—tell them support is back on full speed.

2.

A: We’re onboarding new market-makers now, but pricing changes take time.

B: Sure. Our London team usually sets spreads and risk limits.

A: They’re reviewing them as we speak.

B: Great. My clients expect clarity; they don’t like vague timelines.

A: They get a written summary by end of day.

3.

A: In August, some payouts arrived late.

B: Yes, because our clearing partner was upgrading while volumes were spiking.

A: We informed clients, but a few were trading heavily at that moment.

B: I apologized and documented each case.

A: Good—now the process ran cleanly this week.

4.

A: We’ll launch revised API limits next Monday.

B: Perfect—at the same time I’ll be negotiating renewals with two funds.

A: Will they accept the new tiers?

B: They will, if we include premium monitoring.

A: Done; we’ll include it in the proposal.

5.

A: We’ve fixed the settlement discrepancies.

B: Great—I’ve been tracking tickets from all premium clients since July.

A: How many escalations have you closed?

B: I’ve closed fourteen; two have been waiting for legal.

A: Legal has finalized those today.

6.

A: Our weekly client call starts every Tuesday at 10:00.

B: Noted. I’m setting up an extra session for next week.

A: Does the Zurich fund join regularly?

B: They do, but I’m inviting their CTO this time.

A: Perfect—he’s evaluating our failover plan.

7.

A: We pushed a hotfix on August 28.

B: Right, some clients were testing the new endpoints while we deployed.

A: Did anyone report outages?

B: A few saw brief throttling, but trading continued.

A: We sent credits and closed the loop.

8.

A: Our service level covers 24/7 response.

B: Understood; I’m drafting a note that explains the new escalation ladder.

A: Do you include on-call contacts?

B: Yes, and I’m adding regional phone numbers.

A: That will calm everyone after the summer chaos.

9.

A: We’ll present the Q3 roadmap on Friday.

B: I’m preparing slides on custody, KYC, and liquidity partners.

A: Will you highlight faster onboarding?

B: I will—and I’m showing the new SLA targets.

A: Excellent. That’s what clients asked for.

10.

A: We’ve gathered feedback from all top accounts.

B: I’m turning it into three concrete offers: fees, reporting, and support.

A: Have they prioritized reporting formats?

B: They have, and I’m aligning our exports to that list.

A: Send me a draft by noon.

11.

A: The Paris team missed two handoffs in July.

B: True—they were switching CRMs while we were closing a big deal.

A: Did we lose the client?

B: No, I kept calling them and sent a custom report.

A: Good save. Let’s share that playbook.

12.

A: We’ll reduce fees for high-volume tiers next quarter.

B: Nice—during Q4 I’ll be renegotiating at least five contracts.

A: Will you bundle training sessions?

B: I will; clients will be testing our new analytics then.

A: Add a dedicated success manager to the bundle.

13.

A: Our exchange partners expect predictable settlements.

B: Agreed—I’m coordinating daily checks with ops until month-end.

A: Do you track exceptions manually?

B: I do, and I’m automating alerts as we go.

A: Send the rule set to compliance.

14

A: We’ve restored full capacity after the summer rotations.

B: I’ve been informing clients that response times are back to normal.

A: Have they confirmed satisfaction?

B: Most have, and I’ve scheduled follow-ups for the rest.

A: Great—push the new offers next.

15.

A: We’ll publish the “Back-to-Market” package tomorrow.

B: I’m briefing the account managers on pricing and add-ons.

A: Will VIP clients get early access?

B: Yes, and I’m booking their demos for next week.

A: Perfect—let’s close Q3 strong.