Client Services Associate
Há 7 dias
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.
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