出海雷达

外汇/CFD保留客户代表（英语母语者，需要英式或美式口音）

Retention Agent (Forex/CFD) — English Native (British or American Accent)

其他限定地区（需当地身份）
公司DB Financial
薪资未公开
工作地点United Kingdom, United States
地域资格限定地区（需当地身份）
时区要求日间重叠约 9 小时，基本正常作息
用工类型Full Time
发布时间9 天前
数据来源Himalayas
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注意地域限制：该职位明确限定在 United Kingdom、United States 招聘。如果你是位于中国大陆的求职者，通常需要当地工作身份才能投递，或需与雇主确认是否接受独立合同（Contractor）形式合作。

We are hiring an experienced Retention Agent with a native-level English (British or American accent) and a proven track record in Forex/CFD client retention. This role is focused on protecting revenue, improving client lifetime value (LTV), and reducing churn through proactive relationship management, client education, and structured follow-ups aligned with compliance standards.
Key Responsibilities

  • Manage a portfolio of active clients and implement retention strategies to increase engagement and activity.
  • Conduct outbound calls to reactivate dormant clients and prevent churn through consultative communication.
  • Support clients with platform usage, onboarding, and trading journey guidance (without providing financial advice).
  • Identify churn risk signals and execute save-offers and retention campaigns within approved policies.
  • Drive KPIs such as reactivation rate, churn reduction, active traders, deposit continuity, and client satisfaction.
  • Maintain accurate records of all interactions in the CRM and follow internal workflows.
  • Collaborate with Compliance, Dealing, KYC, and Customer Support to ensure smooth client experience.
  • Escalate complaints, technical issues, or operational blockers quickly and professionally.

Requirements
Requirements (Must-Have)

  • Minimum 3 years’ experience in Forex/CFD retention (brokerage environment).
  • Native-level English with clear British or American accent (verbal fluency is essential).
  • Strong understanding of Forex/CFD products, trading terminology, and client lifecycle dynamics.
  • Proven ability to handle objections, de-escalate issues, and build long-term client trust.
  • Comfortable with high-volume calls and performance-driven environments.
  • Strong CRM discipline and reporting accuracy.

Preferred (Nice-to-Have)

  • Experience in regulated environments and familiarity with compliance boundaries (no advice, no guarantees).
  • Additional languages (Arabic, Russian, French, Spanish, Italian) is a plus.
  • Experience with platforms/tools like MT4/MT5, CRM systems, VoIP dialers, and ticketing tools.

Highlights
Native English (UK/US accent) Forex Retention Agent (3+ yrs). Reduce churn, reactivate clients, boost LTV via consultative calls, CRM discipline & compliant client support.
Originally posted on Himalayas

本页面信息整理自 Himalayas，版权归原发布方所有。职位可能随时关闭，投递请以原始页面为准。 本站只做信息聚合展示，不参与招聘流程，也不向求职者收取任何费用。

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