Client Relationship Manager

Eightcap; City Of London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A dynamic online trading provider in the City of London is seeking a Sales Account Manager to manage the full sales cycle for Retail clients, enhance client satisfaction, and contribute to business growth. The ideal candidate will have a Bachelor’s degree or relevant B2C sales experience in financial services, with strong rapport-building skills and a passion for outstanding customer service. Join us in driving the future of trading technology.

Qualifications

• At least 2 years’ experience in a B2C sales role in financial services.
• Ability to discuss complex subjects in simple terms.
• Strong passion to provide outstanding customer service.

Responsibilities

• Manage the full Retail sales cycle from first application to active trader.
• Build long-term relationships with Retail clients.
• Assist clients with account management best practices.

Skills

B2C sales experience

Understanding of financial markets

Excellent rapport building

Customer service skills

Attention to detail

Education

Bachelor’s degree

Job description

Eightcap is a dynamic online trading provider, focused on the sale and delivery of exceptional trading tools and professional insights to enable smarter trading, with a commitment to excellence an a passion for delivering trading technology to active clients.

The company is headquartered in Melbourne, Australia, and has regional offices in the UK, Cyprus, Bulgaria, Bahamas, and the Seychelles.

As a pivotal component of Eightcap, our Sales team takes pride in serving as the first point of contact for new clients, guiding them through their trading journey with expertise and technical assistance.

The primary objective of the Sales Account Manager role is to assist Retail clients through the full sales journey from application to active trading, whilst also identifying and engaging new opportunities to contribute to overall business growth. This position plays a key role in enhancing client satisfaction, driving retention, and reinforcing Eightcap’s reputation as a leading online trading business.

Through strategic relationship management and pro‑active support, the role contributes to the company’s growth and long‑term success.

Responsibilities

• Manage the full Retail sales cycle from first application to active trader
• Help new Retail clients complete the account onboarding process
• Build high value long term relationships with Retail clients through first class support and service
• Help clients with account management best practice, and platform functionality
• Stay informed about financial markets trends, and the CFD and FX landscape
• Communicate with existing and prospective clients regarding Eightcap’s products and services
• Assist clients to resolve any issues and ensure high client satisfaction is achieved and maintained
• Keep accurate and up to date records of client interaction in Salesforce CRM
• Consistently meet and achieve individual and team performance KPIs
• Work closely with Compliance to ensure regulatory standards are met

Qualifications

• Bachelor’s degree in a relevant field, or at least 2 years’ experience in a B2C sales role in financial services, preferably with a CFD and/or Forex broker
• Knowledge and understanding of financial markets, with an ability to discuss complex subjects in simple terms
• A good understanding of the Contracts For Difference/Forex industry and platforms
• Excellent skills in rapport building and maintaining long term relationships
• A strong passion to work with Retail clients in a professional manner, and provide outstanding customer service
• High attention to detail, with an ability to meet and maintain regulatory compliance standards
• Thrive in a target driven, fast paced environment, and be able to consistently meet and exceed KPIs
• Possess a can‑do attitude and be willing to contribute to team success

Are you interested in this opportunity but don’t meet every requirement? Eightcap endeavours to create an inclusive and diverse workforce by offering an opportunity for the right people and so we encourage you to apply.

We respectfully ask that no recruiters contact anyone at Eightcap regarding this role.