CFD Client Success Specialist | Thailand

Our client is a globally regulated Forex and CFD broker, founded in 2017 and regulated in UK (FCA), UAE (ESCA/DIFC), and Seychelles (FSA) licenses. The headquarters is in Dubai with international offices in 13 countries and 200 professional team across the regions.

The group is catering to both retail and institutional client's offering customised pricing and liquidity setups, in providing the world class trading services to its clients, with core values of Integrity, Collaboration, Curiosity, Tenacity, and Excellence.

Advantages of our client

• Better spreads (28 on gold)
• Better rebates ($15 on gold)
• Brokeree for copy trade
• Loyalty program for IBs - holidays, gold
• Fund support for IBs
• Client / cash back
• Deposit and trade prior to KYC - 30 seconds to register
  

About the role:

As part of the Client Success team, you will be responsible for handling the full sales process from converting registered leads into active live account holders, managing a portfolio of clients, and reactivating dormant accounts. Your knowledge of client platforms, products, and financial markets in general will enable you to effectively meet your targets and KPIs whilst adhering to the principles of Treating Customers Fairly.

Key Responsibilities:

• Introduce the company's products to clients through online and offline channels.
• Provide excellent service and communication skills with all leads and customers.
• Meet and exceed sales revenue targets.
• Develop new customers and maintain a good relationship with existing customers through social media, referrals, websites, previous contacts.
• Understand financial markets to excite potential clients about financial market movements.
• Collaborate with team members to achieve better results.
• Gather feedback from customers or prospects and share with internal teams.
• Handle the complete sales process from lead conversion to account management.
• Call prospective clients to promote our products and services to reach monthly account opening and turnover targets.
• Educate leads and clients how to use our trading platforms.
• Reactivation calls for clients that have not traded within a long period.
• Nurture relationships with business partners such as educators or signal providers.
• Work with marketing teams to create engaging content to aid acquisition and retention metrics.
• Consistently adhere to company compliance policies and procedures.
• Any other duties reasonably required for the role.
  
  

Experience and Qualifications:

• Possess at least a Diploma in a relevant field.
• 1-2 years of experience in sales and/or customer service, preferably within a stockbroking, CFD, or Forex sales
  environment.
• Strong verbal and written communication skills.
• Proficient in Microsoft Office applications.
• Fluency in both Thai and English is required; additional language skills are an advantage.
  
• Excellent communication skills and professional telephone manner.
• Energetic, highly motivated, and well-organized with strong time management skills.
• Good understanding of working within a regulated environment.