Client Services Associate

EXANTE; São Paulo; Teletrabalho; BRL 20.000 - 80.000; Tempo integral

Resumo da oferta

EXANTE, a pioneering wealth tech company, seeks a Client Service Associate to ensure exceptional client service. The role involves managing inquiries, providing customer support, and maintaining client relationships. Ideal candidates will have financial market knowledge and strong communication skills in a dynamic remote environment.

Serviços

Competitive salary & performance-based bonus programs

Corporate benefits

Ongoing education & training programs

Global career opportunities

Qualificações

• Previous experience in a brokerage/investment company is preferred.
• Fluency in English at a professional level is required.
• Comfortable with working shifts and a fast-paced environment.

Responsabilidades

• Manage client inquiries via email, live chat, and phone calls.
• Provide excellent customer support by addressing customer needs.
• Liaise with internal teams to resolve complex inquiries.

Conhecimentos

Client-focus service skills

Excellent communication skills

Organizational skills

Attention to detail

Multitasking

Formação académica

Financial markets industry knowledge

Ferramentas

Intercom

Atlassian

Descrição da oferta de emprego

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.

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.