Client Support Manager
Client Support Manager
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Salary Not Disclosed
1 Vacancy
Job Description
About EXANTE
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 multicurrency account.
We are a fastgrowing 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 defend privacy
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: https://exantecareers
About the Role
A Senior Client Support Manager plays a key role in ensuring that clients receive excellent service and support.
Responsibilities
Sales Coordination:
Collaborate with the Emerald club members/newcomers to understand
client needs and requirements.Assist Emerald club members/newcomers in various sales cycle stages.
Coordinate and communicate with internal departments to fulfill
clients/stakeholders requests.
Customer Relationship Management (CRM):
Maintain and update customer information in the CRM system.
Track and manage sales activities leads and opportunities on behalf of
the stakeholders in the CRM.Provide insights for sales strategy discussions.
Documentation:
Manage documentation related to transactions contracts and
agreements.Ensure on behalf of the stakeholders all necessary paperwork is
completed accurately and on time.
Role model in Client support:
Train and guide client support team members in providing support
services effectively.Provide training and support to new client support team members.
Stay updated on product knowledge and industry trends to effectively
support top sales people in Exante.
Problem Resolution:
Address and resolve client inquiries concerns or issues in
collaboration with the stakeholders.Act as a liaison between the Emerald club members/newcomers and
other departments to resolve internal issues impacting sales operations.
CrossFunctional Collaboration:
Collaborate with marketing MO finance and other departments to
ensure alignment in strategy and .
Continuous Improvement:
Identify opportunities for process improvement and efficiency within
the client support function.
Reporting line: Head of Client Support
Worksite: remote
Requirements
Education & Experience
Bachelors degree in Business Administration Financial industry or
related field.3 years of experience in Financial industry with focus on the account
management.- Fluent English.
Proven experience in a similar role.
Skills & Competencies
Communication & Interpersonal Skills: Excellent verbal and
written communication with clients and internal teams.ProblemSolving: Ability to address client concerns and resolve
escalations effectively.Project Management: Experience in managing clientrelated projects
and implementing support strategies.Technical Proficiency: Familiarity with CRM systems (e.g. Salesforce
HubSpot or similar) and other tolls (like Jira).Data Analysis & Reporting: Ability to track KPIs analyze trends and
provide reports to stakeholders.Industry Knowledge: Understanding of FI and industry trends.
Benefits
Competitive salary & performancebased 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.
Employment Type
Full Time
