Client Relationship Manager

SquaredFinancial

The Client Relationship Manager will play a pivotal role in both client acquisition (conversion) and client retention, promoting the company s products and services through proactive, value-driven engagement. This hybrid role focuses on driving account funding, increasing trading activity, and nurturing long-term relationships with both prospective and existing clients. The successful candidate will combine excellent sales skills with a strong client service mindset to ensure a high-quality, compliant, and professional experience at every stage of the client lifecycle .

Responsibilities:

• Promote the company s products and services through professional, courteous, and persuasive communication.

• Proactively manage the full sales cycle, from initial lead engagement to conversion, funding, and retention

• Drive account conversion efforts by encouraging new clients to fund and actively trade

• Identify opportunities to convert clients

• Educate clients on the company s platforms, systems, and financial products to enhance their trading knowledge and engagement

• Build and maintain strong, sustainable relationships with both new and existing clients.

• Actively follow up on client queries, providing timely feedback and delivering exceptional customer service

• Manage a portfolio of clients, focusing on trading volume growth, retention, and satisfaction.

• Address client inquiries promptly and accurately, ensuring an excellent service experience.

• Follow up on leads daily to maximize conversion and retention rates, supporting broader business growth objectives.

• Stay updated on financial markets and share relevant insights to support client trading decisions.

• Collaborate with internal teams such as Back Office, Compliance, and Marketing to streamline client processes and support seamless onboarding and servicing.

• Ensure full compliance with company policies, regulatory standards, and client documentation requirements.

• Complete mandatory training and pursue continuous professional development to maintain industry proficiency

Requirements:

• Proven experience in a hybrid client relationship role, ideally within the Forex or broader financial services industry

• Demonstrated ability to meet or exceed both conversion and retention KPIs

• Fluency in the local language of the target market and strong proficiency in written and spoken English, demonstrating exceptional professionalism and etiquette during client interactions

• A university degree in Finance, Economics, Banking, Business Administration, or a related field is an advantage

• Strong negotiation and closing skills, with the ability to convert leads into active clients and promote partnership opportunities

• Outstanding communication and networking abilities, coupled with professionalism and poise when speaking to clients

• Knowledge of technical and fundamental analysis and a solid understanding of the financial markets.

• Proficiency in CRM software and MS Office tools to manage client information and interactions effectively

• Problem-solving and initiative-taking skills, with the ability to expand business opportunities independently

• Knowledge of technical and fundamental analysis and a solid understanding of the financial markets.

• Proficiency in CRM software and MS Office tools to manage client information and interactions effectively

• Problem-solving and initiative-taking skills, with the ability to expand business opportunities independently