Customer Success Analyst

Trade Nation; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading trading firm in Greater London seeks a Customer Success Analyst to enhance client support across various channels. The ideal candidate will have experience in financial services and a proactive approach to problem-solving. Responsibilities include assisting customers with trading issues and maintaining accurate records. This role offers a competitive salary and benefits including private healthcare and an annual bonus.

Benefits

Competitive salary

Private healthcare

Life Insurance

Active Lifestyle allowance

Generous annual leave

Remote work allowance

Fresh fruit weekly

Qualifications

• Previous experience in working in the financial services sector.
• Knowledge or demonstrated interest in CFD/FX/online trading.
• Previous experience working for a CFD Broker or similar is desirable.

Responsibilities

• Help customers with trading and administrative issues.
• Stay informed on financial market news.
• Update client interaction records in the CRM.
• Adhere to all relevant regulatory requirements.

Skills

Customer service excellence

Proactive problem-solving

Market knowledge

Tools

CRM systems

Job description

The Customer Success Analyst will be responsible for ensuring that our global client base received an exemplary standard of customer support across multi-channels – via email, phone and live chat.

Who we are

We are Trade Nation. We help our customers power up their trading through killer insights, transparent costs, and fairer ways to trade. We’re innovators, and proud of it. And we’ve grown a lot in our decade as a market-leading low-cost trading powerhouse.

Our reach is global through our teams in the UK, Australia, South Africa, Seychelles, The Bahamas and Portugal.

Founded on transparency, forged in trust and powered by people, we’re committed to empowering our customers to outperform the markets. How? By minimising expenses and harnessing technology to prioritise the lowest trading costs.

Who you are

You’re something special. You pride yourself on being unique and bringing your own history to the table – finding solutions to daily challenges in a way that can’t be done by anyone else. Maybe you talk a big game, maybe you don’t. The important thing is that you do what you say and follow through to see every customer thrive.

You don’t play with the bumpers up. That means breaking out of your lane when needed to help others – or forging your own completely. Every problem is our problem and that’s how you see it too. Because Trade Nation’s people have a shared vision, and you want to be part of making it a reality.

You know when to take the right sort of risks, the ones that push you to be better. You’re not afraid to try, fail, and then try harder. But don’t worry, you’ll have all the support you need to thrive with us at Trade Nation, and we can’t wait to enable you to learn and grow.

Ready to roll up your sleeves and get stuck in?

Our commitments to each other

• We have each other’s backs – There when we need each other the most.
• We challenge each other – Be more creative, more curious, more bold.
• We thrive together – Taking our work to the next level.
• We form strong bonds – Through team building and social events.
• We don’t judge – Instead, we teach and are open to learning.
• We step up – Taking ownership and supporting each other to do the same.

Key Responsibilities

• Help customers with their trading and administrative issues to full resolution in a pro‑active manner to ensure customer experience remains positive.
• Be aware of financial market news and upcoming events to be anticipatory and informative with the customer base to deliver a higher‑than‑expected service.
• Update all records of client interactions in the CRM and associated systems throughout the day and to departmental standard.
• Ensure that you act with adherence to all relevant regulatory requirements.

Qualifications

• Previous experience in working in the financial services sector, or
• Knowledge or demonstrated interest in the CFD/FX/online trading space.
• Previous experience working for a CFD Broker or similar is desirable.

Benefits

• Competitive salary, and discretionary annual bonus.
• Private healthcare.
• Life Insurance, Critical Illness & Income Protection cover.
• Active Lifestyle allowance.
• Annual leave above minimum entitlement.
• Up to 3 weeks allowance to work in any location.
• Fresh fruit weekly.