Client Services Associate

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

Resumo da oferta

A leading wealth tech company seeks a Client Services Associate to provide exceptional support and manage client inquiries in a dynamic environment. This role involves direct client interaction and coordination with internal teams to enhance customer satisfaction and retention.

Serviços

Competitive salary & performance-based bonuses

Corporate benefits

Ongoing education & training programs

Opportunity to network at Corporate Events

Qualificações

• Experience in a brokerage/investment company is essential.
• Fluency in English is required.
• Strong organizational skills are important.

Responsabilidades

• Manage client inquiries via email, chat, and phone.
• Provide excellent customer support.
• Liaise with internal teams for complex inquiries.

Conhecimentos

Financial markets and industry knowledge

Client-focus service skills

Communication skills

Organizational skills

Multitasking

Formação académica

Experience in a brokerage/investment company

Fluency in written and spoken English

Descrição da oferta de emprego

Join to apply for the Client Services Associate role at EXANTE

Join to apply for the Client Services Associate role at EXANTE

Get AI-powered advice on this job and more exclusive features.

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.

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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Capital Markets

Referrals increase your chances of interviewing at EXANTE by 2x

Operations Associate – Sales & Client Success Focus

Executive/Personal Assistant - Sao Paolo, Brazil (Remote)

Operations & Growth Coordinator (Brazil) (Remote)

Administrative Assistant (Pharmaceutical Industry)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.