Client Services Associate
5 days ago
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 KPIsProvide excellent customer support by identifying customers' needs and solving tasks with an individual approachLiaise with internal teams to find solutions to more complex inquiriesNavigate inquiries to the relevant departments when necessaryMaintain a sound knowledge of our product and industry Maintain a positive image of our companyContribute towards various side projects and tasks such as FAQ upkeep and internal documentationRegularly communicate feedback and suggestions with your line manager Qualifications Financial markets and industry knowledgePrevious experience in a brokerage/investment companyFluency in written and spoken English at a professional levelStrong client-focus service skillsUnderstanding of basic technical principlesExcellent communication skills, both written and verbalStrong organizational skills and attention to detailComfortable working in a fast-paced environmentAbility to multitask effectivelyComfortable with working shiftsPrevious experience with tools like Intercom, Atlassian. We Offer* Competitive salary & performance-based bonus programsCorporate benefits (choose your preferred options)Truly inspiring culture, pleasant and informal work environmentOngoing education & training programsOpportunity to network and connect in the Corporate EventsGlobal 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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