Onboarding Specialist -Forex and Crypto
Eminence ConsultancyCape Town, WC, ZA
Type
Full-time
Work setup
On-site
Experience
Mid
Posted
11 days ago
What legal & compliance roles in crypto pay
96 salaries · our own dataMost legal & compliance roles in crypto pay between $90k and $265k, with a median of $173k.
As an Onboarding Specialist at Eminence Consultancy, you convert prospective clients into active traders by promoting the company's financial products and services. You combine knowledge of forex, stocks, and commodities with outbound sales and client support to drive customer acquisition and activation.
What you'll do
- Perform outbound calls to prospective clients using demo and live trading applications
- Promote the company's financial products and services
- Ensure clients receive the highest level of service throughout their onboarding journey
- Conduct consistent follow up with clients via phone calls or emails during the client activation process
- Assist clients with inquiries on trading platforms, products, onboarding, and funding procedures
- Participate in the company's marketing activities and promotional campaigns for customer acquisition and conversion
- Stay informed about financial market trends to spot opportunities and establish credibility by understanding client requirements
- Assist Compliance with the processing of Know-Your-Client documentation
What you bring
- Fluency in English, both written and oral communication
- RE5 Certification
- Minimum 1 year of experience in a Conversion or Sales position in a related field
- Proficiency in MS Office
- A proven track record in a sales environment
- Ability to grasp complex concepts quickly and identify key messaging for different audiences
- Independent, self-directed approach with the confidence to make decisions and execute assigned strategies
- Ability to work in a high-pressure, fast-moving environment
- A passion for phone sales
Nice to have
- Additional language fluency beyond English
- Knowledge of forex, CFD trading, and the markets
About Eminence Consultancy
Eminence Consultancy is a financial services firm offering trading platforms and products in forex, stocks, and commodities.
