Client Retention Account Manager

AnaVation LLC; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading trading platform in the UK is seeking a Client Retention Account Manager to enhance long-term customer relationships. This evening-based role supports US trading hours, focusing on client satisfaction and loyalty through proactive assistance and tailored guidance. Ideal candidates will have a strong understanding of financial markets, excellent communication skills, and a client-centered approach. Join a dynamic team that values initiative and offers competitive benefits and a supportive work environment.

Benefits

Competitive Salary

Work-Life Harmony

Annual Performance Bonus

Generous Time Off

Employee Referral Program

Comprehensive Health & Pension Benefits

Workation Wonderland

Volunteer Days

Qualifications

• Prior experience in FX/CFD trading or client retention is highly advantageous.
• Demonstrates a strong reliability and integrity.
• Proactive and goal-oriented approach to work.

Responsibilities

• Ensure client satisfaction and retention through professional relationships.
• Build and nurture strong relationships with clients.
• Address client inquiries promptly and deliver top-tier service.
• Stay updated on product developments and communicate with clients.
• Implement strategies to re-engage inactive clients.
• Conduct regular client meetings and exclusive events.

Skills

Understanding of financial markets and trading concepts

Excellent communication skills in English

Problem-solving and conflict resolution skills

Ability to manage multiple tasks

Client-centered mindset

Job description

We are a leading trading platform that is ambitiously expanding to the four corners of the globe. Our top-rated products have won prestigious industry awards for their cutting‑edge technology and seamless client experience. We deliver only the best, so we are always in search of the best people to join our ever‑growing talented team.

As our UK business continues to grow, we are expanding our team with a Client Retention Account Manager who will play a key role in strengthening long‑term customer relationships. In this role, you will maximise client satisfaction and loyalty by delivering proactive, value‑driven support, tailored guidance, and data‑led insights across customer lifecycle.

This is an evening‑based role designed to support US trading hours, with typical working hours of 1pm–10pm UK time, Monday to Friday.

Responsibilities

• Ensure client satisfaction and retention by maintaining professional and supportive relationships.
• Build and nurture strong relationships with both prospective and existing clients.
• Act in the best interest of clients by promptly addressing inquiries and consistently delivering top‑tier service.
• Promote positive client experiences to encourage favorable reviews and feedback.
• Stay updated on the latest developments, products, and marketing promotions, and communicate this information effectively to clients.
• Develop and implement strategies to re‑engage inactive clients. Collaborate effectively with other departments to ensure seamless operations and client satisfaction.
• Adherence to the company’s legal guidelines and compliance policies.
• Plan, organize, and conduct regular client meetings, as well as exclusive events such as sports events, concerts, and financial education sessions.

Requirements

• Strong understanding of financial markets and trading concepts (e.g. margin, leverage, order types). Previous experience in FX/CFD trading, brokerage, or client retention roles is highly advantageous.
• Excellent oral and written communication skills in English.
• Comfortable working towards clearly defined KPIs related to retention, reactivation, and client engagement.
• Strong problem‑solving and conflict resolution skills.
• Ability to manage multiple tasks efficiently and prioritize effectively.
• A client‑centered mindset with a dedication to providing outstanding service.
• Demonstrates a clear interest in and solid understanding of the financial markets.
• High level of reliability and integrity.
• Proactive, dynamic, and goal‑oriented approach to work.

What you will get in return:

• Competitive Salary: We believe great work deserves great pay! Your skills and talents will be rewarded with a salary that makes you feel valued and motivated.

• Work‑Life Harmony: Join a company that genuinely cares about you - because your life outside of work matters just as much as your time on the clock. #LI-Hybrid

• Annual Performance Bonus: Your hard work doesn’t go unnoticed! Celebrate your achievements with a well‑deserved annual bonus tied to your performance.

• Generous Time Off: Need a breather? Our annual leave policy lets you recharge and enjoy life outside of work without a worry.

• Employee Referral Program: Love working here? Share the love! Bring your talented friends on board and get for growing our awesome team.

• Comprehensive Health & Pension Benefits: From medical insurance to pension plans, we’ve got your back. Plus, location‑specific benefits and perks!

• Workation Wonderland: Live your digital nomad dreams with 30 extra days to work remotely from anywhere in the world (some restrictions apply). Adventure awaits!

• Volunteer Days: Make a difference! Take two additional paid days each year to support causes you care about and give back to the community.

Be a key player at the forefront of the digital assets movement, propelling your career to new heights!Join a dynamic and rapidly expanding company that values and rewards talent, initiative, and creativity.Work alongside one of the most brilliant teams in the industry.