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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client onboarding and account management within the Forex and fintech sectors, with a strong focus on communication, relationship-building, and achieving activation targets. Proficient in using MT4/MT5 platforms and CRM systems to enhance client experiences and streamline processes.
Highest-signal resume keywords
Client-Facing Sales ExperienceAccount Management ExperienceMT4/MT5 FamiliarityCRM System ProficiencyForex or Financial Services Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Excellent Communication SkillsRelationship-Building SkillsSelf-Motivated
Tools & Technologies
MT4MT5CRM Systems
Industry Keywords
ForexCFDsFintechFinancial ServicesKYC Verification
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- Professional development
- Flexible work arrangements
