Client Services Associate

Há 2 dias

São Paulo, São Paulo, Brasil EXANTE Tempo inteiro R$60.000 - R$100.000 por ano

Company & Culture

EXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure, driving value through innovative technology. Our proprietary trading platform offers seamless access to diverse financial instruments- including stocks, ETFs, bonds, futures, and options- all within a single, multi-currency account.

We cultivate a culture that transcends the ordinary, where rapid responses to market dynamics and proactive problem-solving are the norm. At EXANTE, the potential to make a meaningful impact is ever-present. Our team members continuously pursue personal and professional growth, empowered to spearhead change across people, processes, and products. True innovation stems from an insatiable desire for improvement, and everyone at EXANTE is committed to fostering this spirit and propelling the company into the future.

As a rapidly expanding global firm with over 600 talented employees from 65 nationalities across 70 locations, we are a frontrunner in the financial sector. Our investment priorities are clear: We prioritize investing in our most valuable asset - our people. Join us in shaping the future of finance.

About the Role

The Client Service Associate acts as the primary point of contact for clients, ensuring an exceptional service experience through prompt and professional support. This role involves handling client inquiries, coordinating with internal teams, and maintaining strong client relationships to support business growth and retention.

Reporting line: Client Services Team Leader

Location: Remote

Responsibilities

Manage client inquiries via different channels: email, live chat, and phone calls within set SLAs and KPIs

Provide excellent customer support by identifying customers' needs and solving tasks with an individual approach

Liaise with internal teams to find solutions to more complex inquiries

Navigate inquiries to the relevant departments when necessary

Maintain a sound knowledge of our product and industry

Maintain a positive image of our company

Contribute towards various side projects and tasks such as FAQ upkeep and internal documentation

Regularly communicate feedback and suggestions with your line manager

Qualifications

Financial markets and industry knowledge

Previous experience in a brokerage/investment company

Fluency in written and spoken English at a professional level

Strong client-focus service skills

Understanding of basic technical principles

Excellent communication skills, both written and verbal

Strong organizational skills and attention to detail

Comfortable working in a fast-paced environment

Ability to multitask effectively

Comfortable with working shifts

Previous experience with tools like Intercom, Atlassian.

We Offer*

Competitive salary & performance-based bonus programs

Corporate benefits (choose your preferred options)

Truly inspiring culture, pleasant and informal work environment

Ongoing education & training programs

Opportunity to network and connect in the Corporate Events

Global career opportunities

*Benefits/perks listed above may vary depending on the nature of your employment with the company and the country where you work.

A group of disruptive technology experts created EXANTE. With an impressive track record in the industry and knowledge of the markets, our systems are built to democratize access to global financial instruments for professional traders and institutional investors.

  • Client Services Associate

    2 semanas atrás

    São Paulo, São Paulo, Brasil EXT Tempo inteiro R$3.000 - R$60.000 por ano

    Company & CultureEXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure, driving value through innovative technology. Our proprietary trading platform offers seamless access to diverse financial instruments- including stocks, ETFs, bonds, futures, and options- all within a...

  • Associate (Business Legal & Client Manager)

    2 semanas atrás

    São Paulo, São Paulo, Brasil JJ Associates Tempo inteiro R$40.000 - R$120.000 por ano

    About the RoleJJ Associates is seeking a dynamicAssociate (Business Legal & Client Manager)to join our Brazil Regional Hub. This role serves as a vital bridge between partners, clients, and operational teams — combining legal expertise, client management, and project coordination to deliver exceptional service across international markets.Key...

  • Institutional Service Associate

    2 semanas atrás

    São Paulo, São Paulo, Brasil JPMorgan Chase Tempo inteiro R$40.000 - R$60.000 por ano

    Join our Institutional Service team and make a direct impact by ensuring that client concerns and regulatory requests are addressed with professionalism and care. You will play a key role in maintaining our commitment to transparency, quality service, and regulatory compliance.As an Institutional Service Associate within our Institutional Service team, you...

  • Institutional Service Associate

    Há 3 dias

    São Paulo, São Paulo, Brasil JPMorganChase Tempo inteiro R$40.000 - R$60.000 por ano

    DescriptionJoin our Institutional Service team and make a direct impact by ensuring that client concerns and regulatory requests are addressed with professionalism and care. You will play a key role in maintaining our commitment to transparency, quality service, and regulatory compliance.As an Institutional Service Associate within our Institutional Service...

  • Associate

    2 semanas atrás

    São Paulo, São Paulo, Brasil BaseFirma Tempo inteiro R$60.000 - R$120.000 por ano

    Transfer Pricing Associate – São Paulo, BrazilLocation:São Paulo, BrazilEmployment Type:Full-timeAbout UsBaseFirma is a global, employee-centric firm specializing intransfer pricing and valuationswith offices across Latin America, the United States, and Europe. We thrive on collaboration, flexibility, and respect — creating an environment where...

  • Institutional Service Associate

    2 semanas atrás

    São Paulo, São Paulo, Brasil JPMorganChase Tempo inteiro R$40.000 - R$80.000 por ano

    JOB DESCRIPTIONJoin our Institutional Service team and make a direct impact by ensuring that client concerns and regulatory requests are addressed with professionalism and care. You will play a key role in maintaining our commitment to transparency, quality service, and regulatory compliance.As an Institutional Service Associate within our Institutional...

  • Sales Associate

    Há 2 dias

    São Paulo, São Paulo, Brasil Hibbett Tempo inteiro R$25.000 - R$35.000 por ano

    01489 Fullerton, CA, 01502 Cerritos, CA, 01540 Santa Ana, CA, 01547 La Habra, CAHourly$0.00 - $0.00Job Title:Sales AssociateDepartment:OperationsFLSA Status:Non-ExemptReports To:Store ManagerHourly:$16.90-$17.75SummaryThe Sales Associate is responsible for assisting the store's management staff with providing quality customer service. The Sales Associate is...

  • Associate | Investment Banking

    2 semanas atrás

    São Paulo, São Paulo, Brasil Yalla Capital Tempo inteiro R$80.000 - R$120.000 por ano

    Investment Banking Associate OpportunityYalla Capital is on a strong growth trajectory and is seeking an Associate to join our team. Initially focused on tech deals, Yalla has expanded its operations to address strategic sectors with a diversified portfolio that includes real economy companies. Our commitment to excellence positions us as a strategic partner...

  • Associate Consultant A2C, Professional Services

    Há 7 dias

    São Paulo, São Paulo, Brasil Amazon Web Services Tempo inteiro R$60.000 - R$120.000 por ano

    DESCRIPTIONThe Amazon Web Services Professional Services (ProServe) team is seeking a skilled Delivery Consultant to join our team at Amazon Web Services (AWS). In this role, you'll work closely with customers to design, implement, and manage AWS solutions that meet their technical requirements and business objectives. You'll be a key player in driving...

  • Associate Product Manager

    2 semanas atrás

    São Paulo, São Paulo, Brasil Mouts IT Tempo inteiro R$60.000 - R$120.000 por ano

    Buscamos por um Associate Product Manager, para atuar de forma híbrida que terá:COMO RESPONSABILIDADE:Auxilio na de produtos digitais, desde a concepção até a entrega.PARA ISSO VOCÊ PRECISAExperiência anterior com produtos digitais.Negociação e influência.Liderança e visão estratégica.Boa comunicação verbal e escrita.Organização e visão...