Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic
Thomas Sinclair

Thomas Sinclair

Client Account Executive Associate
Cape Town

Summary

About me:


I am a motivated and adaptable professional with a diverse background in customer-facing roles, financial markets, and client services. I bring several years of hands-on experience in the hospitality industry, where I developed a strong foundation in customer service, communication, and problem-solving. Prior to joining Currencies Direct SA, I worked as a self-employed trader and investor, gaining valuable insights into market dynamics, risk management, and financial analysis.


Currently, I’m serving as a Client Account Executive Assistant at CDSA, where I’ve spent the last 3 months supporting client onboarding, FICA compliance, account closures, and daily engagement through calls and emails. I thrive in fast-paced environments, quickly adapt to new systems (including CRMs), and am committed to delivering exceptional client experiences that build trust and drive retention.

Overview

5
5
years of professional experience

Work History

Client Account Executive Associate

Currencies Direct SA
05.2025 - Current

Assist with onboarding new clients and processing account closures.


Perform FICA verification and ensure compliance with regulatory requirements.


Manage client account updates and maintain accurate records.


Engage professionally with clients via phone and email to address queries and provide support.


Coordinate with internal teams to ensure a smooth client experience.

Stock Trader, Investor

Self Employed
01.2021 - Current

Executed strategic trades in dynamic financial
markets as a self-employed trader.


Conducted in-depth market trend analysis to
optimize buying and selling decisions.

Cultivated expertise in risk management,
financial analysis, and strategy execution.

Bartender

Barristers Grill & Cafe Newlands
01.2022 - 12.2024

Delivered exceptional customer service as a
Bartender/Waiter at Barristers, ensuring a
memorable dining experience for every guest.


Efficiently managed customer orders and
handled payment transactions with accuracy
and speed.


Cultivated strong skills in multitasking and
thriving in high-pressure environments.

Education

Bachelor of Commerce in Entrepreneurship - Business

Varsity College
Cape Town, South Africa
04.2001 -

High School Diploma -

SACS
Cape Town, South Africa
04.2001 -

Skills

    Performance tracking

    CRM proficiency

    Closing techniques

    Financial acumen

Interests

Jiu Jitsu

Boxing

Financial Markets

Nature

Timeline

Client Account Executive Associate

Currencies Direct SA
05.2025 - Current

Bartender

Barristers Grill & Cafe Newlands
01.2022 - 12.2024

Stock Trader, Investor

Self Employed
01.2021 - Current

Bachelor of Commerce in Entrepreneurship - Business

Varsity College
04.2001 -

High School Diploma -

SACS
04.2001 -
Thomas SinclairClient Account Executive Associate