Client Success Specialist

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, to reactivating dormant accounts. Your knowledge of our platforms and products and financial markets in general will enable you to effectively meet your targets and KPI’s whilst adhering to the principles of Treating Customers Fairly.

This role comes with a competitive starting salary, and upon passing probation eligibility to an attractive bonus scheme.

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 etc.
• 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.
• Calling 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.
• Always adhere to compliance policies.
• Any other duties reasonably required for the role.

Experience and Qualifications:

• 1-2 years strong experience in sales but also customer service will be considered.
• 1 year’s minimum experience in a similar stock broking, CFD or Forex sales position.
• Preferably to have 2-3 years of customer service experience.
• Must have strong verbal and written communication skills.
• Educated to minimum Diploma.
• Strong MS Office skills.
• Proficiency in both Thai and English is required; additional language skills are a plus.

Person Specification:

• Excellent communication skills and telephone manner.
• Energetic, highly motivated, and well organised with excellent time management skills.
• Good understanding of working within a regulated environment.
• Target driven and able to work under pressure.
• Interest in and understanding of Financial Markets and trading.
• Ability to work flexibly during busier periods.