Job
Core
Retention Agent responsible for maintaining existing client relationships, reducing churn, and generating trading volumes through upselling and education.
Role type
Client retention and account management specialist
Builds
Client retention strategies and trading volume growth
Domain
Financial services / Forex brokerage
Deliverable
client delivery
Required skills
Sales and retention, negotiation, client service, communication, market trend analysis, regulatory compliance, computer literacy
Preferred skills
Additional languages
Responsibilities
Build and maintain strong relationships with existing clients via phone, email, and other channels; Develop and implement effective retention strategies to reduce client churn; Identify opportunities to upsell additional products or services based on trading behavior; Provide clients with educational resources and guidance on trading skills; Act as a point of contact to address client issues and concerns; Track key performance metrics related to client retention such as activity levels and satisfaction scores.
Seniority
Mid-level, individual contributor