
Client retention specialist
Department:Customer Service
Type:ON-SITE
Region:Melbourne
Location:Melbourne, Victoria, Australia
Experience:Associate
Estimated Salary:A$60,000 - A$80,000
Skills:
CUSTOMER SUPPORTACCOUNT MANAGEMENTSALESFXCFDPROJECT MANAGEMENTCOMMUNICATIONTEAMWORK
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Job Description
Posted on: February 4, 2026
What's on Offer?
Our client is a rapidly growing global brokerage firm dedicated to delivering market-leading trading solutions and exceptional customer service. They offer extensive training and support, an entrepreneurial environment and long-term career opportunities both here and overseas.
About the Role
They are seeking dynamic and results-oriented Relationship Managers who will spearhead retention initiatives and help the business to continue its success across the region. Responsibilities will include:
- Ensure that clients are onboarded correctly and then managed through regular communication
- Ensure that disputes and queries from clients are resolved promptly
- Adopt a proactive approach to grow the client base through client referrals and active networking
- Actively follow up on the leads generated via client referrals and networking
- Provide market commentaries and market training sessions exclusively for clients
- Plan and execute marketing events and campaigns in collaboration with the marketing team and as directed by your manager
- Assist with client behaviour analysis and provide regular reporting on market and trading activities
- Gather client feedback and insights, collaborating with internal teams to improve products and services based on customer needs.
What do you require?
- Tertiary Qualification in finance, business or related field.
- At least 6-month experience in customer support, account management or sales in the FX/CFD industry.
- Excellent written and verbal communication skills in English and a second language.
- Strong project management, multitasking and decision-making skills.
- Strong communication skills and excellent team player.
- Customer-centric, hardworking, detail-oriented with a can-do attitude.
Originally posted on LinkedIn
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