Senior Client Support Manager

EXANTE is a wealth tech company that provides centralized trading solutions and B2B financial infrastructure that helps create value through technology.

Our proprietary trading platform enables direct market access to 1 million financial instruments, including stocks, ETFs, bonds, futures, and options, from a single multi-currency account.

We are a fast-growing global company with 600+ employees across 70+ locations, representing 60 nationalities, all of us following the same guiding principles:

• We believe that freedom is an inherited right
• We are catalysts
• We cater to our customers to an unprecedented degree

As a Financial company, we know our investment priorities. We invest in our people.

Join us in creating a new standard for wealth management: exantecareers.com

About the Role

A Senior Client Support Manager plays a key role in ensuring that clients receive excellent service and support.

Responsibilities

1. Collaborate with TOP sales managers and newcomers in sales to understand client needs and requirements.
2. Assist TOP sales managers and newcomers in sales in various sales cycle stages.
3. Coordinate and communicate with internal departments to fulfill clients/stakeholders requests.
4. Customer Relationship Management (CRM): Maintain and update customer information in the CRM system.
5. Track and manage sales activities, leads, and opportunities on behalf of the stakeholders in the CRM.
6. Provide insights for sales strategy discussions.
7. Documentation: Manage documentation related to transactions, contracts, and agreements.
8. Ensure on behalf of the stakeholders all necessary paperwork is completed accurately and on time.
9. Train and guide client support team members in providing client support.
10. Provide training and support to new team members in sales.
11. Stay updated on product knowledge and industry trends to effectively support top sales people in Exante.
12. Problem Resolution: Address and resolve client inquiries, concerns, or issues in collaboration with the stakeholders.
13. Act as a liaison between the internal stakeholders and other departments to resolve internal issues impacting sales operations.
14. Cross-Functional Collaboration: Collaborate with marketing, MO, finance, and other departments to ensure alignment in strategy and execution.
15. Identify opportunities for process improvement and efficiency within the client support function and beyond.

Reporting line: Head of Client Support

Requirements

Education & Experience:

• Bachelor's degree in Business Administration, Financial industry or related field.
• 5+ years of experience in Financial industry with focus on account management.
• Proven experience in a similar role.

Customer Service Expertise: Strong understanding of client support and sales processes and best practices.

Leadership & Team Management: Ability to mentor newbies in sales.

Communication & Interpersonal Skills: Excellent verbal and written communication with clients and internal teams.

Problem-Solving: Ability to address client concerns and resolve issues.

Project Management: Experience in managing client-related projects and implementing support strategies.

Technical Proficiency: Familiarity with CRM systems (e.g., Salesforce, HubSpot or similar) and other tools (like Jira).

Data Analysis & Reporting: Ability to track KPIs, analyze trends, and provide reports to stakeholders.

Conflict Resolution: Skilled at handling difficult customer situations professionally.

Industry Knowledge: Understanding of FI and industry trends.

Benefits:

• Competitive salary & performance-based bonus programs
• Corporate benefits (choose your preferred option)
• 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.