Anonymous professional profile · 5518F4CF
Arabic- and English-Speaking Forex Retention and Client Relations Team Leader
Financial-services client relationship professional with experience in Forex and CFD customer retention, account servicing and trading-platform support. Has supervised retention agents, coordinated training and performance targets, followed up with inactive accounts, handled customer escalations and cooperated with dealing and compliance teams. Earlier customer-support duties included onboarding, account questions, deposit and withdrawal enquiries and KYC document collection. Additional accounting and cost-control background supports structured financial reporting, reconciliation and analytical problem solving. The source identifies regulatory certification and accounting studies without establishing an aggregate duration across all professional sectors.
- Candidate reference
- 5518F4CF
- Candidate-provided location
- Lebanon
- Languages
- Arabic, English, French
The country is candidate-provided and has not been independently verified. City is not recorded.
Professional background
Professional experience
Overall employment totals and source-reported industry experience are separate claims. Read the profile summary for the supported distinction.
Forex Retention Agent and Team Leader
Managed active trading clients and a retention team, set performance objectives, coached colleagues, coordinated client reactivation and addressed escalated account concerns.
Forex Customer Support and Account Manager
Supported account opening, trading-platform guidance, payment enquiries, client communication and CRM follow-ups.
Cost Controller and Branch Auditor
Monitored operating costs, stock and cash information, reconciled branch records and documented financial variances.
Accounting and Audit Associate
Assisted financial audits, bookkeeping, accounting entries and reconciliation working papers.
Capabilities
- Forex and CFD retention
- Trading customer support
- Client account management
- Retention leadership
- Team coaching
- Customer reactivation
- Complaint handling
- Negotiation
- Objection handling
- Trading platform guidance
- CRM management
- KYC support
- AML awareness
- Client onboarding
- Deposit and withdrawal support
- Customer relationships
- Sales follow-up
- Account growth
- Financial reporting
- Reconciliation
- Cost control
- Audit support
- Performance monitoring
Tools and platforms
- Microsoft Excel
- Microsoft Office
- CRM systems
- Customer dialler systems
- Accounting systems
- POS reporting systems
Industry experience
- Forex and CFD brokerage
- Financial services
- Client retention
- Accounting and auditing
- Cost management
Education and training
Accounting and Audit studies and a technical baccalaureate in Accounting are listed. CySEC Advanced certification is listed; AML examination preparation is not represented as completed certification.
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