Overview

We are looking for an experienced Retention Agent with native-level English and a strong background in Forex client retention.

In this role, you will focus on keeping clients engaged, reducing churn, and maximizing long-term value through proactive communication, relationship management, and structured follow-ups—while staying fully aligned with compliance guidelines.

Key Responsibilities

• Manage a portfolio of active clients and maintain strong relationships
• Proactively contact clients to increase engagement and trading activity
• Re‑engage inactive or dormant clients through outbound calls
• Guide clients on platform usage and onboarding (no financial advice)
• Identify clients at risk of leaving and take action to retain them
• Run retention campaigns and offer approved solutions to prevent churn
• Track and achieve KPIs such as:
  • Reactivation rate
  • Client activ...