---
title: 'New Business Specialist (Client Activation & Onboarding) at capital.com'
canonical: 'https://feeny.ai/job/new-business-specialist-client-activation-onboarding-capital-com-city-of-76d24bm50rkg'
type: 'job'
last_seen: '2026-09-10'
---

# New Business Specialist (Client Activation & Onboarding) at capital.com

- **Company:** capital.com
- **Location:** City of Johannesburg, Gauteng
- **Work type:** hybrid
- **Posted:** 2026-09-03
- **Last confirmed live:** 2026-09-10
- **Apply:** https://jobs.lever.co/capital/7cbdbb5a-d2b8-4f4a-b032-497f4a75a3c1

## Job description

Capital.com is a global trading and investing platform operating across regulated markets worldwide. Capital Com South Africa is an Authorised Financial Services Provider and an FSCA-approved Over-the-Counter Derivative Provider.

The New Business Specialist (Client Activation & Onboarding) is responsible for guiding prospective and newly approved clients through the critical early stages of their trading journey. The role focuses on converting approved applications into active and engaged client relationships by removing onboarding friction, supporting account funding, introducing clients to the platform and guide clients on how to use the platform to place their trades.

Responsibilities:

- Manage the client journey from approved application through account funding, first trade and early-stage engagement, with an appropriate handover to the Premium Client Manager where relevant.
- Proactively contact newly approved clients to welcome them, understand any barriers to activation and guide them through the next steps in their onboarding journey.
- Support the conversion of approved applications into funded and active accounts by reducing friction, answering process and platform-related questions and coordinating the resolution of outstanding matters.
- Introduce new clients to Capital.com’s platform features, trading tools, risk-management functionality and educational resources through clear and practical onboarding support.
- Help clients build confidence in using the platform while ensuring all communications remain fair, balanced, accurate and within the boundaries of a non-advisory service.
- Drive early client engagement and retention through proactive outreach, structured follow-ups and personalised communication that demonstrates Capital.com’s commitment to the client experience.
- Identify clients whose onboarding has stalled or who have become inactive and conduct appropriate re-engagement and reactivation activity.
- Identify clients who may benefit from a higher-touch relationship and coordinate an effective handover to the Premium Client Manager, where appropriate.
- Maintain accurate and complete CRM records, including client interactions, onboarding status, follow-ups, activation progress and agreed actions.
- Work closely with Compliance, Operations, Customer Support, Marketing and the Premium Client Manager to resolve client matters and improve the end-to-end onboarding experience.
- Provide structured feedback on recurring client questions, onboarding obstacles, platform usage and reasons for non-activation to support continuous process improvement.
- Support approved client webinars, platform demonstrations, seminars, events and other engagement initiatives where required.
- Maintain a strong understanding of financial markets, competitor activity and Capital.com’s product and service offering.

Requirements:

- 2–4 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 FAIS representative (RE5 Exam) including meeting the Fit and Proper requirements
- Good understanding of financial markets and an interest in online trading, including products such as FX, indices, equities, commodities and CFDs.
- Excellent verbal and written communication skills, with the ability to explain platform features and processes clearly and confidently.
- A commercially minded and client-focused approach, with the ability to balance activation outcomes, client experience and regulatory requirements.
- Comfortable conducting proactive outbound client engagement by telephone, email and video call.
- Strong organisational skills and the ability to manage a high-volume pipeline of clients, follow-ups and onboarding actions.
- 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.
- Additional South African language skills would be beneficial but are not essential.
- Understanding of the South African financial-services environment, retail investor behaviour and client conduct expectations.
- Awareness of FSCA expectations regarding fair client communication, financial promotions, non-advisory services and conduct risk.

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
- 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 rewarded 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.

## About capital.com

## Company Overview
- **One-liner**: Capital.com is a multi-award-winning, tech-driven online trading platform that empowers retail traders worldwide with CFDs, advanced tools, and educational resources.
- **Entity Type**: Private (Series A, $25M funding from VP Capital in 2017)
- **Headquarters**: Limassol, Cyprus (with offices in London, Dubai, Warsaw, Sofia, Melbourne)
- **Founded**: 2016
- **Founders**: Viktor Prokopenya

## Core Business
- **Primary industry/industries**: Financial Services (Online Brokerage, CFD Trading, Fintech)
- **Target customers**: B2C (retail traders, from beginners to experienced)
- **Mission or purpose statement**: To help traders make better decisions by giving them the tools and resources they need to trade with confidence.

## Products & Services
- **[Capital.com Platform]**: Web and mobile trading platform offering 5,500+ markets across multiple asset classes (forex, indices, shares, commodities, crypto). Features real-time data, advanced charting, and a responsive mobile app. (SaaS, mobile-first)
- **[Investmate App]**: Educational app for new and amateur traders, covering finance basics, risk management, and trading skills. (Service / Education)
- **[eQ (AI-Powered Trading Bias Detection)]**: A system that tracks trading behaviour, detects cognitive biases, and provides personalised educational materials and news. (AI tool)
- **[SmartFeed]**: A feed that delivers personalised financial news and educational content based on user behaviour. (AI-powered content engine)

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metric**: Total client trading volume exceeded $1.2 trillion in 2023; over 880,000 traders; 1,000+ employees globally as of 2025.
- **Notable Investors/Partners**: VP Capital (lead investor); regulated by FCA (UK), CySEC (Cyprus), ASIC (Australia), SCA (UAE) and in other jurisdictions.
- **Growth Signals**: 34% year-over-year headcount growth (adding ~326 people); named "Fastest-Growing Company in the Middle East and Cyprus" for three consecutive years; expanded into UAE with a new regional head office; trading volumes grew 90% YoY in 2022; awarded "best in class" in five categories by ForexBrokers.com in 2024.

## Competitive Advantages
- **AI-first approach**: Proprietary behavioural analytics (eQ, SmartFeed) that help traders improve decision-making – a key differentiator from traditional brokers.
- **Global regulatory footprint**: Licensed in five major jurisdictions, providing trust and access to clients in 180+ countries.
- **Mobile-first from inception**: Launched as the first mobile-first broker in Europe, leading to a seamless cross-device experience.
- **Strong brand recognition**: Multi-award-winning with high ratings on Glassdoor (4.5) and among clients.

## Strategic Focus
- Continue expanding into new markets (e.g., UAE, Asia-Pacific).
- Deepen AI and machine learning capabilities to enhance personalisation and trading insights.
- Scale the educational ecosystem (Investmate, SmartFeed) to attract and retain retail traders.
- Grow headcount across engineering, product, and operations teams while maintaining a strong culture.

## Why Work Here
- **Culture**: Values-driven (ownership, curiosity, momentum) with a collaborative, international environment. Described as blending "the ambition of a scale-up with the collaboration of a close-knit team."
- **Work Model**: Hybrid working (where applicable); option to work abroad up to 30 days per year ("Workation Initiative").
- **Perks**: Private health insurance, performance-based bonuses, volunteering days, referral bonuses, social events, development and training support.
- **Engineering & Innovation**: Opportunity to work on a next-generation trading platform using AI, data, and scalable infrastructure. Teams are located across multiple continents, offering cross-cultural collaboration.
- **Reviews**: Glassdoor score 4.5; LinkedIn employer rating 4.3/5.0 (246 reviews) with high marks for Work-Life (4.4), Compensation (4.6), Culture (4.3), and Career (4.4).

## Sources
1. [careers.capital.com](https://careers.capital.com/)
2. [capital.com/en-gb/about-us/careers](https://capital.com/en-gb/about-us/careers)
3. [jobs.lever.co/capital](https://jobs.lever.co/capital)
4. [linkedin.com/company/capital.com](https://linkedin.com/company/capital.com)
5. [capital.com/en-int/about-us/our-history](https://capital.com/en-int/about-us/our-history)

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