Trading Client Success & Onboarding Lead

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 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.