Client Relationship Manager

Eightcap; Greater London; Hybrid; GBP 30,000 - 50,000; Full time

Benefits offered by this job

26 days leave

Aviva pension

Private health insurance

Career development

Parental leave

Staff referral bonus

Team culture

Training and development

Exciting new projects

Regular social activities

Job summary

Eightcap is seeking a Client Relationship Manager in the UK to drive the complete Retail client journey from onboarding to active trader. You will build trust through first-class service, ensuring accounts are well managed and compliant, while staying sharp on market trends to inform clients.

Your role requires a Bachelor's degree or 1+ year in a B2C financial services sales role, fluent English, and a passion for delivering outstanding client service.

Qualifications

• Bachelor's degree or 1+ year in a B2C sales role in financial services.
• Fluent English with strong communication skills.
• Solid understanding of financial markets, especially CFD/Spread Betting.
• Experience in client onboarding and account management is a plus.

Responsibilities

• Own the full sales cycle from onboarding to becoming an active client.
• Build and nurture relationships with Retail clients to drive satisfaction and retention.
• Stay informed on CFD/FX markets and communicate insights to clients.
• Ensure timely issue resolution and high client satisfaction; collaborate with Compliance.
• Maintain accurate client records in Salesforce and adhere to regulatory obligations.

Skills

Customer relationship management

Sales experience

English fluency

CRM (Salesforce)

Markets knowledge

Education

Bachelor's degree

Tools

Salesforce

Job description

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

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

The Client Relationship Manager 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.

To drive real impact in this role, you will:

• Own the Full Sales Cycle: You'll manage the complete Retail journey from first application to active trader, helping new clients navigate onboarding with clarity and confidence.
• Build Relationships That Last: Working directly with Retail clients, you'll provide first-class support and service, helping them with account management best practice and platform functionality, turning every interaction into an opportunity to build trust.
• Be the Markets Expert: You'll stay informed on financial markets trends and the CFD and FX landscape, and use that knowledge to communicate confidently with clients.
• Champion Client Satisfaction: You'll be the person clients turn to when something needs resolving, ensuring every issue is handled promptly and every client walks away satisfied.
• Bring Precision to Everything You Do: You'll keep accurate, up-to-date records of every client interaction in Salesforce CRM, and work closely with Compliance to ensure regulatory obligations are consistently met.
• Thrive on Performance: You're driven by targets, energised by a fast-paced environment, and consistently meet and exceed individual and team KPIs.

You’ll bring a Bachelor's degree in a relevant field, or at least 1 year of experience in a B2C sales role in financial services, ideally with a Spread Betting/CFD broker, along with professional fluency in English.

A solid understanding of financial markets and the Spread Betting/CFD industry, sharp attention to detail, and a genuine passion for delivering outstanding client service will set you apart.

We have built a performance-driven environment where you're given the autonomy to drive change and the accountability to own the results. We provide a space for the ambitious, adaptable and collaborative to deliver outcomes that fuel our success while building the skills and experience that defines a career.

We also support you through:

• 26 days annual leave (plus bank holidays)
• Aviva workplace pension
• Vitality private health insurance
• Ongoing investment in your career development
• Parental leave
• Staff referral bonus program
• Collaborative team culture
• Ongoing investment in your career development, including technical and professional training
• Being part of exciting new projects for the company
• Regular social activities