Job
Core
Support the conversion and onboarding process for new clients in the Forex/CFD industry, assisting with account verification, responding to product inquiries, and maintaining client records.
Role type
Customer-facing retention and onboarding specialist
Builds
Client accounts and trading relationships for a Forex/CFD platform
Domain
Financial services (Forex, CFDs, commodities, indices, cryptocurrency)
Deliverable
client delivery
Required skills
Forex/CFD product knowledge, client onboarding, account verification, CRM usage, trading platform familiarity, market trend monitoring
Preferred skills
Sales background, additional languages, finance/economics/business degree
Responsibilities
Support client conversion and onboarding, verify client databases and account information, respond to client inquiries regarding Forex and related products, maintain accurate client records, monitor market trends, build client relationships, collaborate with internal departments
Seniority
Individual contributor, entry to mid-level
