Client Support Manager LATAM - Remote

Overview

The Client Support Manager LATAM at EXANTE plays a key role in ensuring that clients receive excellent service and support, particularly for Spanish/Portuguese-speaking clients in Latin America.

In Short

• Support top-performing sales members and newcomers in sales.
• Maintain and update customer information in the CRM system.
• Coordinate and communicate with internal departments.
• Manage documentation related to transactions and agreements.
• Train and guide client support team members.
• Address and resolve client inquiries and issues.
• Collaborate with marketing, finance, and other departments.
• Identify opportunities for process improvement.
• Provide insights for sales strategy discussions.
• Ensure alignment in strategy and execution across teams.

Requirements

• Bachelor's degree in Business Administration or related field.
• 3+ years of experience in financial industry with focus on account management.
• Strong understanding of client support and sales processes.
• Leadership and team management skills.
• Excellent verbal and written communication skills.
• Problem-solving abilities for client concerns.
• Experience in managing client-related projects.
• Familiarity with CRM systems like Salesforce or HubSpot.
• Ability to analyze trends and provide reports.
• Understanding of financial industry trends.

Benefits

• Competitive salary and corporate benefits.
• Inspiring culture and informal work environment.
• Ongoing education and training programs.
• Networking opportunities in corporate events.
• Global career opportunities.