At a Glance
- Tasks: Guide clients through their trading journey and build lasting relationships.
- Company: Join a dynamic online trading provider with a global presence.
- Benefits: Enjoy 26 days leave, private health insurance, and career development opportunities.
- Other info: Be part of an inclusive team culture with exciting projects and regular social activities.
- Why this job: Make a real impact in the trading world while enhancing client satisfaction.
- Qualifications: Fluent in Italian and English, with sales experience in financial services.
The predicted salary is between 36000 - 60000 £ per year.
Eightcap is a dynamic online trading provider, focused on the sale and delivery of exceptional trading tools and professional insights to enable smarter trading, with a commitment to excellence and a passion for delivering trading technology to active clients. The company is headquartered in Melbourne, Australia, and has offices in the UK, Cyprus, Bulgaria, Bahamas, and the Seychelles.
As a pivotal component of Eightcap, our Client Relationship team takes pride in serving as the first point of contact for new clients, guiding them through their trading journey with expertise and technical assistance. The primary objective of the Client Relationship Manager role is to assist Retail clients through the full sales journey from application to active trading, whilst also identifying and engaging new opportunities to contribute to overall business growth. This position plays a key role in enhancing client satisfaction, driving retention, and reinforcing Eightcap's reputation as a leading online trading business. Through strategic relationship management and pro-active support, the role contributes to the company's growth and long-term success.
Responsibilities
- Manage the full Retail sales cycle from first application to active trader
- Help new Retail clients complete the account onboarding process
- Build high value long term relationships with Retail clients through first class support and service
- Help clients with account management best practice, and platform functionality
- Stay informed about financial markets trends, and the CFD and FX landscape
- Communicate with existing and prospective clients regarding Eightcap's products and services
- Assist clients to resolve any issues and ensure high client satisfaction is achieved and maintained
- Keep accurate and up to date records of client interaction in Salesforce CRM
- Consistently meet and achieve individual and team performance KPIs
- Work closely with Compliance to ensure regulatory obligations are met
Requirements
- Fluent in Italian and English
- Bachelor's degree in a relevant field, or at least 2 years' experience in a B2C sales role in financial services, preferably with a CFD and/or Forex broker
- Knowledge and understanding of financial markets, with an ability to discuss complex subjects in simple terms
- A good understanding of the Contracts For Difference/Forex industry and platforms
- Excellent skills in rapport building and maintaining long term relationships
- A strong passion to work with Retail clients in a professional manner, and provide outstanding customer service
- High attention to detail, with an ability to meet and maintain regulatory compliance standards
- Thrive in a target driven, fast paced environment, and be able to consistently meet and exceed KPIs
- Possess a can-do attitude and be willing to contribute to team success
Benefits
- 26 days annual leave (plus bank holidays)
- Aviva workplace pension
- Vitality private health insurance
- Ongoing investment in your career development
- Parental leave
- Staff referral bonus program
- Collaborative team culture
- Ongoing investment in your career development, including technical and professional training
- Being part of exciting new projects for the company
- Regular social activities
Are you interested in this opportunity but don't meet every requirement? Eightcap endeavors to create an inclusive and diverse workforce by offering an opportunity for the right people and so we encourage you to apply.
We respectfully ask that no recruiters contact anyone at Eightcap regarding this role.
Client Relationship Manager employer: EightCap
Eightcap is an excellent employer that prioritises client satisfaction and employee development within the dynamic online trading sector. With a strong focus on building lasting relationships and a supportive work culture, employees are encouraged to grow their skills and advance their careers while contributing to the company's reputation as a leading CFD broker in the UK market. The use of innovative tools like Salesforce enhances productivity and ensures a rewarding work environment for all team members.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager
✨Tip Number 1
Get to know the company inside out! Research Eightcap's products, services, and recent news. This way, when you chat with them, you can show off your knowledge and passion for what they do.
✨Tip Number 2
Practice your pitch! Be ready to explain how your experience aligns with the Client Relationship Manager role. Highlight your skills in building relationships and your understanding of financial markets to make a strong impression.
✨Tip Number 3
Network like a pro! Connect with current or former employees on LinkedIn. They can give you insider tips about the interview process and what it’s really like to work at Eightcap.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the team at Eightcap.
We think you need these skills to ace Client Relationship Manager
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Client Relationship Manager role. Highlight your experience in B2C sales and your understanding of financial markets, as this will show us you’re a great fit for the position.
Showcase Your Skills:Don’t just list your skills; demonstrate them! Use specific examples from your past experiences that showcase your ability to build relationships and provide outstanding customer service. We love seeing how you’ve made an impact!
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant to the role, and make sure your passion for trading shines through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the process. We can’t wait to hear from you!
How to prepare for a job interview at EightCap
✨Know Your Stuff
Make sure you brush up on your knowledge of financial markets, especially CFDs and Forex. Being able to discuss these topics confidently will show that you're not just interested in the role but also understand the industry.
✨Showcase Your People Skills
As a Client Relationship Manager, building long-term relationships is key. Prepare examples of how you've successfully managed client relationships in the past, highlighting your communication skills and ability to resolve issues.
✨Be Ready for Role-Play
Expect some role-play scenarios during the interview. Practice how you would guide a new client through the onboarding process or handle a tricky situation. This will demonstrate your proactive support skills and customer service approach.
✨Align with Company Values
Familiarise yourself with Eightcap's commitment to excellence and client satisfaction. Be prepared to discuss how your personal values align with theirs and how you can contribute to their growth and reputation in the trading industry.
