Eightcap

Onboarding Specialist

• - Process new account applications and onboard new clients.
• - Update and configure existing accounts according to internal requests.
• - Work closely with the Sales team and ensure client needs are met.
• - Respond to internal queries relating to account management.
• - Respond to incoming application enquiries from the client via email.
• - Ensure industry & company's standards for AML/KYC are met.
• - Provide assistance in the creation and implementation of new procedures and processes.

Client Onboarding Administrator

Account Manager

• Eightcap is a dynamic online trading provider focused on the sale and delivery of exceptional trading tools and professional trading insights to enable smarter trading with a commitment to excellence and a passion for delivering trading technology directly to clients and via our network of strategic partners.
• The Company is headquartered in Melbourne, Australia and has support offices in the UK, Cyprus, Bulgaria and Bahamas.
• As a pivotal component of Eightcap, our sales team takes pride in serving as the first point of contact for clients, guiding them through their trading journey with expertise and technical assistance.
• The primary objective of this role is to nurture and expand relationships with existing clients, while also identifying and engaging new opportunities to contribute to overall business growth. This position plays a key role in enhancing client satisfaction, driving retention, and reinforcing Eightcap’s reputation as a leading online trading business.
• Through strategic relationship management and proactive support, the role contributes to the company’s growth and long-term success, focusing on supporting current client flow.
• **Responsibilities **
• - Understand the derivatives financial market, Eightcap’s offerings and competitor’s offerings to sell FX services to prospective clients to produce fee revenue and flow for Eightcap.
• - Apply knowledge in Forex trading to analyse the processing methods and foreign exchange trade lifecycle of clients and prospects to recommend appropriate products, assist clients in managing currency exposures effectively and efficiently and advice on risk reduction strategies.
• - Analyse the position of foreign exchange trading in the investment process of clients and prospects to determine suitability for Eightcap services.
• - Maintain thorough and up-to-date knowledge of foreign exchange products and services by initiating frequent contact with other financial or competitor institutions, partners, and stay informed about industry laws and regulations.
• - Network and visit regular and prospective client businesses to establish and act on sale opportunities
• - Manage the complete sales cycle process from initiation through compliance to the onboarded trading client.
• - Establish rapport and trust with clients by effectively presenting technical derivative trading solutions to clients, which in turn will obtain referrals and increase funding.
• - Actively seek out new sources of leads and client referrals.
• - Provide ongoing assistance and support to clients (in a timely and professional manner), including technical support and operational support in relation to trading account and trading platform matters.
• - Communicate with existing and prospective clients on Eightcap’s product offerings and services and resolve any issues to ensure client satisfaction is achieved and maintained.
• - Participate in telemarketing activities and initiatives to prospective and existing clients.
• - Monitor and achieve agreed KPIs.
• - Prepare salesforce reports, pipelines, and forecasts and (where required) marketing briefs on trade products and services. Collaborate with and assist other team members with ongoing technical sales support and training.
• - Assist with and coordinate with other teams to create and implement new forex sales procedures and processes.
• - Work closely with compliance to ensure best practices and industry and company standards for AML/KYC are met

Sales Account Manager

• - Understand the derivatives financial market, Eightcap’s offerings and competitor’s offerings to sell FX services to prospective clients to produce fee revenue and flow for Eightcap.
• - Negotiates products, services and pricing with clients
• - Apply knowledge in Forex trading to analyse the processing methods and foreign exchange trade lifecycle of clients and prospects to recommend appropriate products, assist clients in managing currency exposures effectively and efficiently and advice on risk reduction strategies.
• - Analyse the position of foreign exchange trading in the investment process of clients and prospects to determine suitability for Eightcap services.
• - Maintain thorough and up-to-date knowledge of foreign exchange products and services by initiating frequent contact with other financial or competitor institutions, partners, and stay informed about industry laws and regulations.
• - Network and visit regular and prospective client businesses to establish and act on sale opportunities
• - Manage the complete sales cycle process from initiation through compliance to the onboarded trading client.
• - Establish rapport and trust with clients by effectively presenting technical derivative trading solutions to clients, which in turn will obtain referrals and increase funding.
• - Actively seek out new sources of leads and client referrals.
• - Provide ongoing assistance and support to clients (in a timely and professional manner), including technical support and operational support in relation to trading account and trading platform matters.
• - Communicate with existing and prospective clients on Eightcap’s product offerings and services and resolve any issues to ensure client satisfaction is achieved and maintained.
• - Participate in telemarketing activities and initiatives to prospective and existing clients.
• - Monitor and achieve agreed KPIs.
• - Prepare salesforce reports, pipelines, and forecasts and (where required) marketing briefs on trade products and services. Collaborate with and assist other team members with ongoing technical sales support and training.
• - Assist with and coordinate with other teams to create and implement new forex sales procedures and processes.
• - Work closely with compliance to ensure best practices and industry and company standards for AML/KYC are met