Client Relationship Manager

Posted 5 Days Ago
Be an Early Applicant
London, Greater London, England, GBR
In-Office
Junior
Fintech • Software • Financial Services
The Role
Manage the full retail client lifecycle from onboarding to active trader, provide relationship-led account management and market guidance, resolve client issues, maintain accurate Salesforce CRM records, work with Compliance, and meet individual and team KPIs to drive retention and growth.
Summary Generated by Built In

Eightcap is a dynamic online trading provider, focused on the delivery of exceptional trading tools and professional insights to enable smarter trading, with a commitment to excellence and a passion for delivering trading technology to active clients.

The company is headquartered in Melbourne, Australia, and has offices in the UK, Cyprus, Bulgaria, Bahamas, and the Seychelles.

The Client Relationship Manager plays a key role in enhancing client satisfaction, driving retention, and reinforcing Eightcap's reputation as a leading online trading business. Through strategic relationship management and pro-active support, the role contributes to the company's growth and long-term success.


Requirements

To drive real impact in this role, you will:

  • Own the Full Sales Cycle: You'll manage the complete Retail journey from first application to active trader, helping new clients navigate onboarding with clarity and confidence.
  • Build Relationships That Last: Working directly with Retail clients, you'll provide first-class support and service, helping them with account management best practice and platform functionality, turning every interaction into an opportunity to build trust.
  • Be the Markets Expert: You'll stay informed on financial markets trends and the CFD and FX landscape, and use that knowledge to communicate confidently with clients.
  • Champion Client Satisfaction: You'll be the person clients turn to when something needs resolving, ensuring every issue is handled promptly and every client walks away satisfied.
  • Bring Precision to Everything You Do: You'll keep accurate, up-to-date records of every client interaction in Salesforce CRM, and work closely with Compliance to ensure regulatory obligations are consistently met.
  • Thrive on Performance: You're driven by targets, energised by a fast-paced environment, and consistently meet and exceed individual and team KPIs.

You'll bring a Bachelor's degree in a relevant field, or at least 1 year of experience in a B2C sales role in financial services, ideally with a Spread Betting/CFD broker, along with professional fluency in English.

A solid understanding of financial markets and the Spread Betting/CFD industry, sharp attention to detail, and a genuine passion for delivering outstanding client service will set you apart.


Benefits

We have built a performance-driven environment where you're given the autonomy to drive change and the accountability to own the results. We provide a space for the ambitious, adaptable and collaborative to deliver outcomes that fuel our success while building the skills and experience that defines a career.

We also support you through:

  • 26 days annual leave (plus bank holidays)
  • Aviva workplace pension
  • Vitality private health insurance
  • Ongoing investment in your career development
  • Parental leave
  • Staff referral bonus program
  • Collaborative team culture
  • Ongoing investment in your career development, including technical and professional training
  • Being part of exciting new projects for the company
  • Regular social activities

Don't check every box? Apply anyway. We value talent, grit, and the drive to execute over a perfect resume. If you're ready to grow with us, we're ready to meet you.

Skills Required

  • Bachelor's degree in a relevant field
  • At least 1 year experience in a B2C sales role in financial services (or equivalent)
  • Solid understanding of financial markets and Spread Betting/CFD industry
  • Experience using Salesforce CRM and keeping accurate client records
  • Strong attention to detail and ability to meet regulatory obligations with Compliance
  • Target-driven mindset with track record of meeting/exceeding KPIs
  • Excellent client service and relationship-building skills
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The Company
HQ: Melbourne, Victoria
264 Employees
Year Founded: 2009

What We Do

Based in Melbourne, we're engaging, educating and elevating traders, partners and exchanges through our portfolio of market-leading solutions. This account and content are not intended for UK residents or those within the European Economic Area.

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