Job
Core
Assist clients with onboarding, manage relationships with clients and partners, and promote trading platform products via phone and email.
Role type
Client Relationship Manager (Forex/Trading)
Builds
Client onboarding and retention for a global trading firm
Domain
Financial Technology / Forex Trading
Deliverable
client delivery
Required skills
Fluent Spanish, Business English, Client relationship management, Onboarding support, Product education, Negotiation, Financial market knowledge
Preferred skills
Foreign exchange trading experience, Shift work flexibility, Regulated environment compliance
Responsibilities
Assist clients throughout the onboarding process, Manage relationships with new and existing clients and partners, Educate clients on trading platforms and products, Proactively contact clients to promote services, Handle incoming client queries, Maintain accurate communication records, Research regional business opportunities, Ensure KPIs are met
Seniority
Entry-level to Mid-level
