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Posted 6d agoRemote job

Retention Agent (Forex/CFD) — English Native (British or American Accent)

MiddleRemoteSalary undisclosed
Job Description

We are hiring an experienced Retention Agent with a native-level English (British or American accent) and a proven track record in Forex/CFD client retention. This role is focused on protecting revenue, improving client lifetime value (LTV), and reducing churn through proactive relationship management, client education, and structured follow-ups aligned with compliance standards.

Key Responsibilities

  • 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 professionall

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