Client Onboarding Specialist

Job Description

Key Responsibilities: Proactively reach out to potential leads and convert them into active clients. Explain the account opening process clearly and assist clients in completing documentation and KYC requirements. Guide clients through broker platform registration (e.g., MT4/MT5). Follow up regularly to ensure clients fund their trading accounts. Coordinate with broker partners to resolve onboarding issues or delays. Maintain accurate records of client progress in CRM and report daily/weekly updates to the team lead or manager. Educate clients on basic platform use, signal access, and trading readiness. Act as the first point of contact for new clients and ensure a positive onboarding experience. Qualifications: Minimum Graduate or Post Graduate. Experience in sales, client onboarding, or brokerage services (Forex/Comex preferred). Excellent communication and interpersonal skills. Basic understanding of trading platforms (MT4, MT5, etc.) and brokerage operations is a plus. Goal-oriented, organized, and self-motivate. Show more Show less