New Business Specialist (Client Activation & Onboarding)
Core
Guide prospective and newly approved clients through the critical early stages of their trading journey, converting approved applications into active and engaged client relationships by removing onboarding friction and supporting account funding.
Role type
Client Activation & Onboarding Specialist
Builds
Active trading accounts and engaged client relationships for Capital.com
Domain
Financial services / Online trading / Retail investor onboarding
Deliverable
client delivery
Required skills
Client onboarding, account management, business development, financial markets knowledge, CRM management, proactive outbound engagement, regulatory compliance awareness, process improvement
Preferred skills
South African financial-services environment knowledge, retail investor behavior understanding, additional South African language skills
Technologies
CRM and client-management systems
Responsibilities
Manage the client journey from approved application through account funding, first trade, and early-stage engagement; Proactively contact newly approved clients to welcome them and guide them through onboarding; Support the conversion of approved applications into funded and active accounts by reducing friction; Introduce new clients to platform features, trading tools, and educational resources; Identify clients whose onboarding has stalled and conduct re-engagement activity; Coordinate handover to Premium Client Manager for high-touch clients; Provide structured feedback on onboarding obstacles to support process improvement.
Seniority
Mid-level, hands-on IC
