New Business Specialist (Acquisition and Retention)
Core
Guide prospective and newly approved clients through the 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 onboarding and retention specialist
Builds
Active trading accounts and engaged client relationships
Domain
Financial services / Online trading (FX, indices, equities, commodities, CFDs)
Deliverable
client delivery
Required skills
Client onboarding, account management, business development, financial market knowledge, CRM management, proactive outbound communication, regulatory compliance awareness, stakeholder coordination
Preferred skills
Knowledge of Kenyan financial-services environment, retail investor behavior, CMA conduct expectations, additional languages
Technologies
CRM systems, video conferencing tools, webinars, platform demonstration tools
Responsibilities
Manage the client journey from approved application through account funding and first trade; Proactively contact newly approved clients to welcome them and guide them through onboarding; Support the conversion of approved applications into funded and active accounts; Introduce new clients to platform features, trading tools, and educational resources; Drive early client engagement and retention through proactive outreach; Identify and re-engage stalled or inactive clients; Coordinate handover to Premium Client Manager for high-touch clients; Maintain accurate CRM records; Provide structured feedback on onboarding obstacles to support process improvement.
Seniority
Junior to Mid-level, hands-on IC
