Forex Retention Agent - Spanish Speaking

About Us

We are a growing investment and trading company in the Fintech industry, focused on delivering excellent business-to-client services. We value diverse perspectives, collaboration, and a results-driven mindset.

Position Overview

In this role, you will engage with our Spanish-speaking clients, provide support on Forex trading matters, and help strengthen client loyalty and satisfaction. Your work will directly contribute to client retention and revenue growth.

Responsibilities:

• Communicate with Spanish-speaking clients via phone and email in a professional and supportive manner.

• Build strong relationships by understanding clients’ trading goals, challenges, and preferences.

• Provide tailored assistance to help clients improve their trading performance and stay engaged with the platform.

• Explain Forex concepts, trading strategies, and market trends in a clear and simple way.

• Monitor client accounts regularly to identify trading opportunities, unusual activity, or potential issues.

• Respond to client questions, concerns, and complaints promptly, ensuring high levels of satisfaction.

• Collaborate with sales, compliance, and support teams to improve the client experience and strengthen retention efforts.

• Use CRM systems effectively to record interactions, update client profiles, and track progress.

• Work towards meeting monthly retention targets and contribute to the company’s overall client loyalty strategy.