Client Services Associate

EXANTE; Ciudad de México; A distancia; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A pioneering wealth tech company is seeking a Client Service Associate to provide exceptional support to clients. This remote role involves managing inquiries, maintaining strong client relationships, and possessing a thorough understanding of financial markets. The ideal candidate will have strong communication skills and a client-focused approach, contributing to the company’s growth and success.

Servicios

Competitive salary & performance-based bonus programs

Corporate benefits

Ongoing education & training programs

Global career opportunities

Formación

• Fluency in written and spoken English at a professional level.
• Previous experience in a brokerage/investment company is a plus.
• Understanding of basic technical principles.

Responsabilidades

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

Conocimientos

Financial markets and industry knowledge

Client-focus service skills

Excellent communication skills

Organizational skills

Ability to multitask

Herramientas

Intercom

Atlassian

Descripción del empleo

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.