Account Manager

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🔥 0 minutes ago

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Logo of CXM

CXM

201 - 500 employees

Founded 2015

💸 Finance

💳 Fintech

Finance • Fintech

CXM is an online financial services firm that operates as a brokerage platform offering Forex and CFD trading to clients. The company enforces regional access restrictions for regulatory compliance and provides risk warnings about the high-risk nature of leveraged trading. CXM also offers customer support for access and compliance inquiries.

📋 Description

• Contact new clients via phone, WhatsApp and email. • Guide clients through account registration and KYC verification. • Assist with MT4/MT5 platform setup and account activation. • Explain products, account types and trading services. • Support clients through their first deposit. • Resolve onboarding issues with Compliance and Operations. • Maintain accurate CRM records and follow-ups. • Achieve onboarding and activation targets.

🎯 Requirements

• Experience in Forex, CFDs, fintech or financial services. • Excellent communication and relationship-building skills. • Client-facing sales or account management experience. • Familiarity with MT4/MT5 is an advantage. • Comfortable using CRM systems. • Self-motivated and able to work remotely.

🏖️ Benefits

• Professional development • Flexible work arrangements

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