Client Operations Specialist (Promotions)

Skills

About the Role

You will play a pivotal role in managing and executing promotional campaigns from an operational and quality assurance perspective within the CFD trading industry. You will develop a deep understanding of various promotion types, rules, and CRM configurations to ensure that client application processes are handled with precision and fairness. You will collaborate closely with cross-functional teams including Marketing, CRM, Compliance, and Tech/Dev to enhance the end-to-end client experience. You will use your keen eye for detail and strong data and system thinking to identify process gaps and drive continuous improvement.

Requirements

• At least 2 years of experience in an operations team within the CFD industry or other financial industries is preferred
• Strong project management skills with a proven ability to oversee multiple projects concurrently in a fast-paced environment
• Strong attention to detail and a commitment to accuracy
• Quick learner with the ability to absorb and apply information efficiently
• A team player with excellent collaboration skills
• Proficiency in Microsoft Office (advanced Excel skills are an advantage)
• Willingness to work on public holidays
• Bilingual proficiency in English and Chinese (Mandarin)

Responsibilities

• Coordinate end-to-end execution of promotions and campaigns (e.g. deposit bonuses, trading competitions, referral programs)
• Work closely with Marketing, CRM, and Compliance teams
• Prepare campaign briefs and terms and conditions
• Ensure all promotions comply with local regulatory requirements and internal company policies
• Liaise with compliance teams for promotional approvals
• Maintain accurate promotion records, including terms and conditions, logs, and internal trackers
• Use CRM tools, promotion engines, and backend dashboards to set up and monitor campaigns
• Collaborate with Tech/Dev teams to test and QA promotional mechanics before go-live
• Conduct QA reviews of operations staff work, including promotion application processing and client account setup
• Support operation staff by identifying recurring errors or inconsistencies in promotion processing
• Strengthen communication between QA and promotion operations teams
• Generate detailed QA reports after each review cycle highlighting key findings, pass/fail rates, rule violations, and process inefficiencies
• Contribute to the improvement of promotions workflows, approval timelines, and automation
• Identify inefficiencies and propose solutions to enhance execution speed and accuracy

Benefits

• Milestone anniversary gifts
• Team-building activities
• Flexible Spending Account (FSA) for health and wellness needs
• Annual training opportunities