Trading Client Success & Onboarding Manager

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

Benefits offered by this job

26 days annual leave (plus bank holidays)

Aviva workplace pension

Vitality private health insurance

Ongoing career development investment

Parental leave

Staff referral bonus program

Collaborative team culture

Regular social activities

Job summary

A leading online trading provider in Greater London is seeking a Client Relationship Manager to guide retail clients through their trading journey. The role emphasizes building long-term client relationships, assisting with account processes, and ensuring high client satisfaction. Ideal candidates will have a Bachelor's degree or relevant experience in financial services sales, excellent rapport-building skills, and a thorough understanding of the CFD and Forex industries.

Qualifications

• Knowledge and understanding of financial markets.
• Strong passion for customer service.
• High attention to detail and compliance standards.

Responsibilities

• Manage the full retail sales cycle from first application to active trader.
• Help new clients complete the account onboarding process.
• Build and maintain long-term relationships with clients.
• Stay informed about financial markets trends.
• Assist clients in resolving issues and maintaining satisfaction.

Skills

Can speak German

Can speak Italian

Can speak Spanish

Can speak Portuguese

Excellent rapport building

Excellent customer service

Education

Bachelor's degree in a relevant field

2 years’ experience in B2C sales role

Tools

Salesforce CRM

Job description

A leading online trading provider in Greater London is seeking a Client Relationship Manager to guide retail clients through their trading journey. The role emphasizes building long-term client relationships, assisting with account processes, and ensuring high client satisfaction. Ideal candidates will have a Bachelor's degree or relevant experience in financial services sales, excellent rapport-building skills, and a thorough understanding of the CFD and Forex industries.