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Retention Agent; Forex/CFD — English Native; British or American Accent
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-06-06
Listing for:
DB Financial
Full Time
position Listed on 2026-06-06
Job specializations:
-
Customer Service/HelpDesk
Technical Support, Bilingual, CRM System, Customer Service Rep
Job Description & How to Apply Below
Location: Greater London
Retention Agent (Forex/CFD) — English Native (British or American Accent)
Posted: 03.06.2026
Job reference:
Job informationLocation:
London, United Kingdom
Listing type:
Basic
EU work permit required:
No
- Manage a portfolio of active clients and implement retention strategies to increase engagement and activity.
- Conduct outbound calls to reactivate dormant clients and prevent churn through consultative communication.
- Support clients with platform usage, onboarding, and trading journey guidance (without providing financial advice).
- Identify churn risk signals and execute save-offers and retention campaigns within approved policies.
- Drive KPIs such as reactivation rate, churn reduction, active traders, deposit continuity, and client satisfaction.
- Maintain accurate records of all interactions in the CRM and follow internal workflows.
- Collaborate with Compliance, Dealing, KYC, and Customer Support to ensure smooth client experience.
- Escalate complaints, technical issues, or operational blockers quickly and professionally.
- Minimum 3 years’ experience in Forex/CFD retention (brokerage environment).
- Native-level English with clear British or American accent (verbal fluency is essential).
- Strong understanding of Forex/CFD products, trading terminology, and client lifecycle dynamics.
- Proven ability to handle objections, de-escalate issues, and build long-term client trust.
- Comfortable with high-volume calls and performance-driven environments.
- Strong CRM discipline and reporting accuracy.
- Experience in regulated environments and familiarity with compliance boundaries (no advice, no guarantees).
- Additional languages (Arabic, Russian, French, Spanish, Italian) is a plus.
- Experience with platforms/tools like MT4/MT5, CRM systems, VoIP dialers, and ticketing tools.
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