Job
Core
Proactively engage with clients via calls and various mediums to enhance their experience, guide them through platform features, and ensure smooth onboarding and long-term engagement.
Role type
Client Success Executive (FX/CFD)
Builds
Client relationships and satisfaction within the online trading platform ecosystem
Domain
Financial services / Online trading (Forex, Metals, Indices, Commodities)
Deliverable
client delivery
Required skills
Native French language skills, outbound calling, client relationship management, platform functionality explanation, issue troubleshooting, internal coordination, feedback gathering, record keeping, compliance adherence
Preferred skills
Previous experience in Customer Success or Client Services, experience in FX/CFD or financial services, proactive mindset, problem-solving, multitasking in fast-paced environments
Responsibilities
Conduct outbound calls to new clients, follow up with existing clients to understand needs, troubleshoot client issues, coordinate with internal teams (Payments, Compliance, Back Office, IT), monitor client activity, gather client feedback, maintain accurate records, ensure adherence to procedures and standards
