At a Glance
- Tasks: Guide new clients through their trading journey and provide top-notch support.
- Company: Join a dynamic online trading provider with a global presence.
- Benefits: Enjoy 26 days annual leave, private health insurance, and career development opportunities.
- Other info: Be part of exciting projects and work in a supportive team environment.
- Why this job: Make a real impact by enhancing client satisfaction and driving business growth.
- Qualifications: Bachelor's degree or 2 years in B2C sales, with knowledge of financial markets.
The predicted salary is between 30000 - 42000 £ 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.
- 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
- 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 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
- Excellent skills in rapport building and maintaining long term relationships
- High attention to detail, with an ability to meet and maintain regulatory compliance standards
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
- Being part of exciting new projects for the company
Client Services Executive (immediate start) in London employer: Eightcap
Contact Detail:
Eightcap Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services Executive (immediate start) in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. The more connections we make, the better our chances of landing that Client Services Executive role.
✨Tip Number 2
Prepare for interviews by researching Eightcap and understanding their trading tools and client services. We want to show that we’re not just interested in the job, but also passionate about what they do!
✨Tip Number 3
Practice your pitch! Be ready to explain how our skills and experiences align with the role. Let’s highlight our ability to build relationships and provide top-notch support to clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed. Plus, it shows we’re serious about joining the Eightcap team.
We think you need these skills to ace Client Services Executive (immediate start) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Services Executive role. Highlight your experience in B2C sales and any relevant knowledge of financial markets. We want to see how your skills align with what we do at Eightcap!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about trading and how you can contribute to our team. Keep it engaging and make sure to mention your understanding of client relationship management.
Showcase Your Communication Skills: As a Client Services Executive, communication is key. In your application, demonstrate your ability to explain complex topics simply. We love candidates who can build rapport and maintain long-term relationships with clients!
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’re considered for the role. Plus, it shows you’re keen on joining our dynamic team at Eightcap!
How to prepare for a job interview at Eightcap
✨Know Your Stuff
Make sure you brush up on your knowledge of financial markets, especially CFD and Forex trading. 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 Services Executive, building relationships is key. Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to communicate complex information in simple terms – this will be crucial for the role.
✨Be Ready to Discuss KPIs
Familiarise yourself with common performance indicators in sales roles. Be prepared to talk about how you've met or exceeded KPIs in previous positions. This shows that you’re results-driven and understand the importance of performance metrics.
✨Ask Insightful Questions
Prepare thoughtful questions about Eightcap's approach to client relationship management and their tools. This demonstrates your genuine interest in the company and the role, and it gives you a chance to assess if it's the right fit for you.