Client Onboarding Specialist

1 week ago

Cape Town, Western Cape, South Africa TDMarkets Full time R400 000 - R800 000 per year

TD Markets is a regulated global Forex and CFD broker offering professional trading solutions to retail and institutional clients. We pride ourselves on our transparent execution, advanced trading tools, and commitment to developing our people and partners.

We are expanding our Sales Division and are looking for a results-driven Client Onboarding Specialist to join our growing team.

Role Overview

The Client Onboarding Specialist is responsible for calling leads provided by the company and assisting the client with the onboarding process from profile verification to completion of first time deposits. The role involves proactive outreach, client onboarding, and nurturing relationships to convert leads into new and active clients.

This position is ideal for an energetic, goal-oriented individual with a passion for financial markets and sales.

Key Responsibilities

·       Actively contact leads and onboard new traders to the TD Markets platform.

·       Achieve monthly First-Time Deposit (FTD) and revenue targets.

·       Manage leads generated through marketing campaigns or other mediums.

·       Conduct product presentations, platform walk-throughs, and explain account types and benefits.

·       Maintain accurate CRM records of all client interactions and follow-ups.

·       Ensure all communication and sales practices comply with company and regulatory standards.

·       Ensure daily, weekly and monthly standards of work output are met.

Requirements

·       Experience in Forex / Financial Services Sales, Client Acquisition, or Tele-Sales.

·       Strong understanding of FX trading and financial markets (MT4/MT5 familiarity preferred).

·       Excellent communication, negotiation, and interpersonal skills.

·       Goal-driven

·       Ability to work independently and as part of a dynamic team.

·       Completed FAIS recognized qualification (advantageous).

·       Completed RE5 regulatory exam. (preferred)

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