Teams at Exinity

Provide high-touch support to the Shareholder and family: manage domestic and international travel, visas, calendars, events, gifts, healthcare appointments, vendor relations, and special projects while maintaining strict confidentiality and 24/7 availability.

Onboard, activate, retain and grow client portfolios for a CFD/forex broker using personalized voice and social support. Meet KPIs, provide market insights and investment advice, resolve client issues, collaborate cross-functionally, and maintain compliance while continuously improving product and market knowledge.

Onboard, activate, retain and grow a portfolio of clients at a CFD/forex broker using personalized voice and social support. Meet KPIs, provide market-driven investment advice, resolve client issues, collaborate cross-functionally, report on activity, and keep up-to-date with financial markets and regulatory requirements.