Client Relationship Manager - Spanish Speaker
Core
Assist clients with onboarding, manage relationships with clients and partners, and promote trading platforms and products via phone and email.
Role type
Client Relationship Manager
Builds
Client retention and service delivery for a global trading platform
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
Forex industry experience, Shift work flexibility, Regulated environment compliance
Responsibilities
Assist clients throughout the onboarding process, Manage relationships with new and existing clients, Manage relationships with new and existing partners, Educate clients on trading platforms and products, Proactively contact clients to promote products, Handle incoming client queries, Maintain accurate communication records, Research regional business opportunities, Meet KPIs
Seniority
Individual Contributor