Capital Markets Client Retention Specialist
3 days ago
Position: Retention Agents
Industry: Capital Markets
Languages: English, Spanish
Location: Cyprus (Remote)
Job Description:
- Clients First: Serve as the primary contact for clients in the capital markets sector, focusing on client retention and satisfaction through proactive engagement and tailored solutions.
- Client Insights: Utilize in-depth knowledge of capital markets products and services to educate clients and promote retention, analyzing client data and trends to identify opportunities for retention strategies and client engagement initiatives.
- Team Collaboration: Collaborate closely with the sales team to identify opportunities for upselling and cross-selling to existing clients, maintaining accurate records of client interactions and retention activities.
- Industry Expertise: Stay updated on market trends, regulatory changes, and industry developments to better support client retention efforts, leveraging strong communication and negotiation skills to resolve client concerns.
Requirements:
- Language Proficiency: Fluency in English and Spanish, with knowledge of additional languages a plus.
- Industry Experience: Prior experience in a client-facing role within the capital markets industry, with a strong understanding of financial products, market dynamics, and client relationship management.
- Soft Skills: Excellent communication and negotiation skills, with the ability to work effectively in a fast-paced and competitive environment, proficiency in CRM tools and systems.
Important Note: The position is only available for residents of Cyprus with a valid visa or for candidates who can relocate to Cyprus without needing a visa.
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