← All jobs
Retention Agent (Forex/CFD) — English Native (British or American Accent)
Remote job · Remote · fulltime_permanent · Revenue, Retention Agents
Apply well, not just fast
Create a free account and upload your resume to get a match score, keyword gaps, a tailored resume, a cover letter and interview prep for this job.
About the role
CRMCustomer SupportComplianceAML
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 professionally.