Intern (Onboarding and FX & CFD Sales Team)
Core
Intern supporting a 6-person sales team in Toronto with client onboarding, account maintenance, and sales campaign rollout.
Role type
Intern, Sales Operations & Client Support
Builds
Client accounts, sales campaign assets, market reports
Domain
FinTech, Forex, CFD
Deliverable
product features
Required skills
MS Office (Word, Excel, PowerPoint, Outlook), client communication, Salesforce documentation, sales meeting participation
Preferred skills
Spanish or French language proficiency
Responsibilities
Assist with client follow-up for account opening and maintenance; Coordinate ad hoc administrative tasks for Sales and Relationship Management teams; Liaise with Marketing to develop campaign assets; Engage in outbound customer service calls and emails; Answer prospect questions on account requirements and products; Document client communications in Salesforce; Attend and contribute to sales meetings.
