Retail Client Success & Onboarding Lead
Retail Client Success & Onboarding Lead

Retail Client Success & Onboarding Lead

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Guide retail clients through their trading journey and enhance their experience.
  • Company: Dynamic online trading provider based in Greater London.
  • Benefits: Competitive leave, health insurance, and career development opportunities.
  • Why this job: Join a fast-paced environment and make a real difference in client success.
  • Qualifications: Strong relationship-building skills and fluency in English and Portuguese.
  • Other info: Ideal for those with a passion for financial services and client engagement.

The predicted salary is between 36000 - 60000 £ per year.

A dynamic online trading provider is seeking a Client Relationship Manager in Greater London to assist Retail clients through their trading journey. This role encompasses managing the full sales cycle, enhancing client satisfaction, and driving retention.

Candidates should have strong relationship-building skills, fluency in English and Portuguese, and ideally, experience in financial services.

Benefits include competitive leave, health insurance, and career development opportunities.

Retail Client Success & Onboarding Lead employer: Eightcap

As a leading online trading provider in Greater London, we pride ourselves on fostering a vibrant work culture that prioritises employee growth and satisfaction. Our commitment to competitive benefits, including generous leave and health insurance, combined with ample career development opportunities, makes us an exceptional employer for those looking to thrive in the financial services sector.
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Contact Detail:

Eightcap Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Retail Client Success & Onboarding Lead

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a role. You never know who might have a lead or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews! Research the company and its trading services inside out. Be ready to discuss how your relationship-building skills can enhance client satisfaction and retention.

✨Tip Number 3

Show off your language skills! If you're fluent in Portuguese, make sure to highlight that during your conversations. It’s a big plus for roles dealing with diverse retail clients.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge over other candidates.

We think you need these skills to ace Retail Client Success & Onboarding Lead

Client Relationship Management
Sales Cycle Management
Client Satisfaction Enhancement
Client Retention Strategies
Relationship-Building Skills
Fluency in English
Fluency in Portuguese
Experience in Financial Services
Communication Skills
Problem-Solving Skills
Adaptability
Negotiation Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Retail Client Success & Onboarding Lead role. Highlight your relationship-building skills and any relevant experience in financial services to catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about helping clients on their trading journey and how your background makes you the perfect fit for this role.

Showcase Your Language Skills: Since fluency in English and Portuguese is key, don’t forget to mention your language skills prominently. If you have any experience using these languages in a professional setting, make sure to include that too!

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 without any hiccups!

How to prepare for a job interview at Eightcap

✨Know Your Trading Stuff

Make sure you brush up on your knowledge of online trading and financial services. Understand the basics of trading, common client concerns, and how to enhance their experience. This will show that you're not just a people person but also someone who knows the industry inside out.

✨Show Off Your Relationship Skills

Prepare examples of how you've successfully built and maintained client relationships in the past. Think about specific situations where you turned a dissatisfied client into a loyal one. This will demonstrate your ability to drive retention and client satisfaction.

✨Fluency is Key

Since fluency in English and Portuguese is a must, practice speaking both languages before the interview. You might be asked to switch between them, so being comfortable will help you shine. Consider preparing a few key phrases or responses in both languages to showcase your skills.

✨Ask Insightful Questions

Prepare thoughtful questions about the company's approach to client success and onboarding. This shows your genuine interest in the role and helps you understand how you can contribute to their goals. Plus, it gives you a chance to assess if the company culture aligns with your values.

Retail Client Success & Onboarding Lead
Eightcap

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