Client Onboarding Specialist

eToro

  • Singapore
  • Permanent
  • Full-time
  • 6 days ago
Description:eToro is the trading and investing platform that empowers users to invest, share, and learn. We were founded in 2007 with the vision of a world where everyone can trade and invest simply and transparently. We have created an investment platform that is built around collaboration and investor education. On our platform, users can view other investors’ portfolios and statistics, and interact with them to exchange ideas, discuss strategies, and benefit from shared knowledge. We have 40 million registered users from 75 countries, and our platform is available in 20 languages. eToro is an innovative, fast-growing business and is listed on Nasdaq in May 2025. We have over 1,500 employees across more than 10 offices around the globe, strategically positioned to serve the needs of users. You can find out more about eToro .eToro is on the hunt for a Client Onboarding Manager who is a people person, customer-centric, and ready to transform newcomers into trading experts faster than you can say "stock market.This is a 6-month contract position, with the possibility of future opportunities depending on performance and business needs.What will you be doing?
  • Inbound Call Management / Outbound Call Activities: Conduct outbound onboarding calls to potential customers to assist them in starting their journey with eToro.
  • Follow up on leads generated through marketing campaigns, referrals, or inquiries.
  • Identify customer needs and provide tailored solutions that meet their requirements.
  • Ideal to be capable of providing general market updates and understanding of the financial markets & products.
  • Handle inquiries & verification of accounts, sharing our products and services, providing prompt and professional responses to customer questions, and building strong customer relationships over the phone.
  • Maintain accurate customer records in the CRM system, ensuring all interactions are documented.
  • Achieve or exceed individual and team daily, weekly, and monthly targets to meet all KPIs set out in Service Quality Standards and Balanced Scorecard.
Requirements:
  • Proven experience in telesales, customer service or a related role.
  • 1-3 years of total experience in financial services, a telemarketer/customer success agent will have an advantage.
  • Proficiency in Chinese written and Mandarin conversation.
  • Strong verbal communication and active listening skills.
  • Ability to handle high call volumes while maintaining quality and professionalism.
  • Goal-oriented mindset with the ability to handle objections and close deals effectively.
  • Excellent problem-solving skills and a customer-first mindset.
  • Highly motivated and sales-driven individual who is also an excellent team player.
  • Proficient in using CRM systems and Microsoft Office applications.
This role will be based in our Singapore office. Candidates must have full working rights in Singapore.

eToro