Client Success Specialist

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.