Customer Support Representative - Account Manager

Trade W; Pakistan; On-site; PKR 1,200,000 - 2,100,000; Full time

Benefits offered by this job

Competitive salary

Performance incentives

Training on platforms

Career growth in fintech

Job summary

Trade W is seeking an Account Manager to support clients using our online trading platform from Pakistan. You will handle account-related queries, platform navigation, and issue resolution while maintaining high service quality and policy compliance.

Key duties include assisting with account opening, KYC, login issues, and profile updates, plus providing trading-related support and guidance on mobile apps. This role requires strong communication and problem-solving skills.

Qualifications

• Bachelor’s degree in Finance, Commerce or related field.
• Fluent in English and Urdu.
• Experience in customer service, fintech, broking or trading platforms.
• Basic understanding of financial markets (equity, derivatives, funds).
• Excellent verbal and written communication.
• Strong problem-solving and interpersonal skills.
• Ability to work across shifts including market hours.
• Proficient in MS Office and CRM/ticketing tools.

Responsibilities

• Handle inquiries via phone, email, chat and ticketing systems.
• Assist clients with account opening, KYC, login issues, and profile updates.
• Provide support for trading-related queries (order placement, status, margins, etc.).
• Guide customers on platform and mobile applications.
• Resolve complaints and escalate when needed.
• Maintain accurate records of customer interactions and follow-ups.
• Ensure adherence to regulatory and compliance guidelines.
• Meet defined service levels and customer satisfaction targets.

Skills

Bilingual communication

Customer service

Financial markets knowledge

Problem solving

Interpersonal skills

Shift flexibility

MS Office

CRM/ticketing tools

Education

Bachelor's degree in Finance or Commerce (preferred)

Tools

MS Office

CRM/ticketing tools

Job description

We are looking for a proactive and customer-focused Account Manager to support clients using our online trading platform. The ideal candidate will assist customers with account-related queries, trading platform navigation, and issue resolution while ensuring a high level of service quality and compliance with company policies.

Key Responsibilities

• Handle customer inquiries via phone, email, chat, and ticketing systems
• Assist clients with account opening, KYC, login issues, and profile updates
• Provide support for trading-related queries such as order placement, order status, margins, and basic product information
• Guide customers on the usage of the online trading platform and mobile applications
• Resolve customer complaints efficiently and escal…
• Maintain accurate records of customer interactions and follow-ups
• Ensure adherence to regulatory and compliance guidelines
• Meet defined service levels and customer satisfaction targets

Required Skills & Qualifications

• Bachelor’s degree in any discipline (Finance or Commerce preferred)
• Fluent in both English and Urdu
• Prior experience in customer service, preferably in fintech, broking, or trading platforms
• Basic understanding of financial markets (Equity, Derivatives, Mutual Funds, etc.)
• Excellent verbal and written communication skills
• Strong problem-solving and interpersonal skills
• Ability to work in different shifts, including market hours
• Proficiency in MS Office and CRM/ticketing tools

What We Offer

• Competitive salary and performance incentives
• Training on trading platforms and financial products
• Career growth opportunities in fintech and capital markets
• Supportive and fast-paced work environment