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Conversion/Retention Account Manager – Financial Services

Maps Solutions · Département Montevideo

Onsite 🇬🇧 English

Job description

About the role

We are looking for a proactive Conversion/Retention Account Manager to join a leading multi‑asset brokerage. The role is fully on‑site and focuses on building strong client relationships, guiding new customers through onboarding, and ensuring high levels of satisfaction in a fast‑paced trading environment.

Key responsibilities

  • Present the broker’s products and services to prospective clients in an informative manner.
  • Serve as the primary point of contact for existing clients, handling inquiries and providing ongoing support.
  • Guide new clients through the onboarding process and develop lasting relationships.
  • Maintain deep knowledge of all product features, trading systems, and tools.
  • Implement Anti‑Money‑Laundering (AML) and Know‑Your‑Customer (KYC) procedures.
  • Enter accurate data into internal systems and stay updated on daily market conditions.
  • Continuously develop industry knowledge and self‑improve.
  • Perform additional duties as assigned by the line manager.

Required profile

  • Sales‑driven attitude with the ability to work independently.
  • Familiarity with online trading or financial markets.
  • Strong communication and interpersonal skills.
  • Fluency in English.
  • Ability to thrive in a performance‑driven, fast‑paced environment.
  • Professional work ethic and high level of professionalism.
  • Legal authorization to work in the country of the position.

Required skills

    What we offer

    • Dynamic international working environment.
    • Competitive salary with performance‑based incentives and commissions.
    • Opportunities for career growth and professional development.
    • Engaging team culture and supportive leadership.

    Questions fréquentes

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    Published 1 month ago

    Expires 1 week from now

    46 views · 0 interested

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    Maps Solutions

    Département Montevideo