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Client Services Associate - Remote

Posted Yesterday
Customer Service
Full Time
Worldwide

Overview

The Client Services Associate acts as the primary point of contact for clients, ensuring an exceptional service experience through prompt and professional support.

In Short

  • Manage client inquiries via email, live chat, and phone calls.
  • Provide excellent customer support with an individual approach.
  • Liaise with internal teams for complex inquiries.
  • Maintain knowledge of products and industry.
  • Contribute to side projects like FAQ upkeep.
  • Communicate feedback and suggestions regularly.
  • Work in a fast-paced environment.
  • Handle tasks within set SLAs and KPIs.
  • Maintain a positive company image.
  • Comfortable working shifts.

Requirements

  • Knowledge of financial markets and industry.
  • Previous experience in a brokerage or investment company.
  • Fluency in English at a professional level.
  • Strong client-focus service skills.
  • Excellent communication skills, both written and verbal.
  • Strong organizational skills and attention to detail.
  • Ability to multitask effectively.
  • Experience with tools like Intercom and Atlassian.

Benefits

  • Competitive salary & performance-based bonuses.
  • Corporate benefits with preferred options.
  • Inspiring culture and informal work environment.
  • Ongoing education & training programs.
  • Global career opportunities.
EXANTE logo

EXANTE

EXANTE is a wealth tech company that specializes in providing centralized trading solutions and B2B financial infrastructure, aimed at creating value through innovative technology. With a proprietary trading platform that offers access to over 1 million financial instruments from a single multi-currency account, including stocks, ETFs, bonds, futures, and options, EXANTE is positioned as a leader in the financial services industry. The company is rapidly expanding, boasting a diverse workforce of over 600 employees across more than 70 locations worldwide, representing 60 nationalities and operating under various regulatory jurisdictions. Committed to investing in its people, EXANTE fosters a culture of continuous learning and development, striving to set a new standard for wealth management.

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