Forex Account Manager - Client Success & Growth

Employment Solutions; Johannesburg; Presencial; ZAR 350 000 - 550 000; Tempo integral

Resumo da oferta

Employment Solutions is seeking an Account Manager for a dynamic financial services/fintech client. The role focuses on building strong client relationships, onboarding clients, and managing forex accounts for individuals and corporates.

You will collaborate with the sales team, address client requests, and identify new business opportunities while ensuring high customer satisfaction and retention.

Qualificações

• Minimum 2 years’ experience in a client-facing role.
• Ideally hold a tertiary degree in management, finance, administration, or a related field.
• Demonstrate strong technical literacy and interpersonal skills.
• Possess excellent administrative and organizational abilities.
• Have strong mathematical skills and numerical competency.
• Proven experience in client management, communication, and administration.

Responsabilidades

• Visit clients in person to assist with onboarding.
• Manage and understand administration related to forex transactions.
• Collaborate with the sales team to onboard and integrate new clients and foster relationships.
• Oversee multiple forex accounts for individuals and corporate clients.
• Address client requests and resolve issues as they arise.
• Develop initiatives to increase customer satisfaction and retention.
• Retain clients by building trust and understanding client needs.
• Identify new business opportunities within your portfolio.
• Analyze root causes of customer success or failure to drive improvements.
• Follow up to ensure issues are resolved and activities are tracked.
• Assist clients via email, phone, online presentations, screen-sharing, and meetings.

Conhecimentos

Client-facing

Relationship management

Forex knowledge

CRM tools

Sales collaboration

Formação académica

Bachelor's degree

Ferramentas

CRM software

Descrição da oferta de emprego

Employment Solutions is seeking an Account Manager for a dynamic financial services/fintech client. The role focuses on building strong client relationships, onboarding clients, and managing forex accounts for individuals and corporates.

You will collaborate with the sales team, address client requests, and identify new business opportunities while ensuring high customer satisfaction and retention.