New Business Specialist – Acquisition and Retention

Capital.com

. Manage the client journey from approved application through account funding, first trade and early-stage engagement, including handover to the Premium Client Manager where relevant .

Posted 10/14/2026full-timeNairobi • KenyaJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client onboarding and account management within the financial services sector, with a strong focus on client engagement, retention, and compliance. Proficient in utilizing CRM systems to maintain accurate records and enhance client interactions.

Highest-signal resume keywords

Client OnboardingAccount ManagementFinancial Markets KnowledgeCRM ProficiencyProactive Client Engagement

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Journey ManagementOnboarding ProcessFinancial Markets UnderstandingRisk Management FunctionalityTrading Tools FamiliarityCISI Module One CompletionHigh-Volume Client Pipeline ManagementAttention to DetailCommercial AwarenessRegulatory Compliance

Soft Skills

Excellent Communication SkillsClient-Focused ApproachOrganizational SkillsProblem-Solving AbilityInterpersonal Skills

Tools & Technologies

CRM SystemsVideo Call PlatformsEmail Communication ToolsClient Management Systems

Certifications & Qualifications

CISI Membership EligibilityBachelor's Degree in CommerceBachelor's Degree in Business Management

Industry Keywords

Financial ServicesOnline TradingFXIndicesEquitiesCommoditiesCFDsClient EngagementCustomer SuccessBusiness Development

About the role

Key responsibilities & impact

Manage the client journey from approved application through account funding, first trade and early-stage engagement, including handover to the Premium Client Manager where relevant
Proactively contact newly approved clients, understand activation barriers and guide onboarding steps
Convert approved applications into funded and active accounts by reducing friction and resolving outstanding matters
Introduce clients to platform features, trading tools, risk-management functionality and educational resources
Support client confidence while keeping communications fair, balanced, accurate and non-advisory
Drive early engagement and retention through proactive outreach, follow-ups and personalised communication
Re-engage stalled or inactive clients
Identify clients needing higher-touch relationships and coordinate handover to the Premium Client Manager
Maintain accurate CRM records of interactions, onboarding status, follow-ups, activation progress and actions
Collaborate with Compliance, Operations, Customer Support, Marketing and Premium Client Manager
Provide feedback on client questions, onboarding obstacles, platform usage and non-activation reasons
Support client webinars, platform demonstrations, seminars, events and other engagement initiatives
Maintain knowledge of financial markets, competitor activity and Capital.com’s products and services

Requirements

What you’ll need

1–2 years’ experience in client onboarding, customer success, account management, business development, sales support, or a related financial-services environment
Bachelor’s degree or relevant recognised qualification in Commerce, Business Management, or a related field
Eligibility to be appointed and registered as a CISI member and done CISI module one
Good understanding of financial markets and an interest in online trading, including FX, indices, equities, commodities and CFDs
Excellent verbal and written communication skills
Commercially minded and client-focused approach balancing activation outcomes, client experience and regulatory requirements
Comfortable conducting proactive outbound client engagement by telephone, email and video call
Strong organisational skills and ability to manage a high-volume client pipeline
Ability to identify client needs and obstacles without providing financial advice or personalised trading recommendations
High attention to detail and disciplined use of CRM and client-management systems
Ability to work effectively in a fast-paced, regulated environment
Fluent in English

Benefits

Comp & perks

Competitive salary
Annual leave
Employee referral program
Medical insurance
Pension plans
Location-specific benefits and perks
30 extra days to work remotely from anywhere in the world (some restrictions apply)
Two additional paid volunteer days each year