Client Relationship Specialist

1 week ago

New York, New York, United States Exness Careers Full time
About the Role

We are seeking a highly motivated and experienced Client Relationship Specialist to join our team at Exness Careers. As a key member of our client-facing department, you will be responsible for acquiring new clients, uplifting existing mass retail accounts, and retaining high-value clients through a value-driven relationship-based approach.

Key Responsibilities
  • Analyze client portfolios and contact clients who have stopped or reduced trading with us to understand the reasons.
  • Proactively reach out to clients to address payment issues and provide support and guidance at the start of their user journey.
  • Manage incoming client queries and complaints, and provide solutions and alternatives to meet their needs and concerns.
  • Direct clients to specific outcomes through approved communication channels and prepare activities using available tools, reports, and business insights.
  • Establish, develop, and maintain business relationships with current and prospective clients to generate new business for our products and services.
  • Qualify and onboard existing clients to our premier/high-value program and educate them on our platforms and websites.
  • Stay informed on regulatory changes and trading news to keep clients updated on market conditions.
Requirements
  • Minimum 2 years of experience in telemarketing or relevant client-facing roles within the financial services industry.
  • Excellent communication skills in native Japanese and English, with excellent presentation skills in Japanese.
  • Excellent convincing and influencing skills, persistence, and critical thinking skills.
  • Sales-driven and motivated personality to achieve KPIs on a weekly/monthly/quarterly basis.
  • Experience working with Salesforce, Tableau, and other reporting tools.
  • Graduating with a Bachelor's degree is compulsory.
  • Ability to work in a fast-paced environment, multitask, and meet deadlines.
  • Able to work in a team and individually when needed.
  • Willingness to travel for business trips.
What We Offer
  • Competitive and attractive compensation.
  • Extensive learning opportunities, including professional training and certifications, soft skills development, and free English courses.
  • Health and life insurance for employees, spouses, and children, including vaccinations, tests, mental health care, and coverage for vision and dental care.
  • Generous time off, including 21 days of annual leave and paid sick leave.
  • Education allowance for children's school and kindergarten fees.
  • Allowance for sports club memberships or other physical exercise activities.
  • Meal and transportation allowance.
  • A parking space near the office.
  • Relocation package (if applicable).
Application Process

Our application process includes a first interview, English test, Cap Test, interview with the future manager, and final interview. We welcome applications from motivated and experienced professionals who are passionate about building strong relationships with clients.

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