Customer Experience Specialist - Transfers
Customer Experience Specialist - Transfers
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Job Description
Our mission is to enable everyone to build wealth
We reinvent how trading and investing work by creating exceptional products people love.
Fostering a culture of excellence and high velocity is the key to our success.
oday we serve over 4.5 million clients with more than 30 billion in assets under managementa testament to the scale and trust weve built in just a few years.
The skills and abilities you need
Proficiency in English (C1 or above)
Strong attention to detail and problem-solving skills
Customer-oriented approach with a focus on precision and accuracy
Good time management and multitasking abilities
Willingness to learn and develop expertise in portfolio transfers
Adaptiveness to a rapidly changing environment
Bonus points
Previous experience in customer service or operations
Familiarity with portfolio transfers or stock market processes
Understanding of the fintech industry
What youll do
Handle client inquiries specifically related to portfolio transfers via chat and email
Assist clients in understanding and completing the transfer process
Investigate and resolve issues related to portfolio transfers
Coordinate with internal teams to ensure timely processing of transfer requests
Provide updates and feedback to clients regarding their transfers
Channel client feedback to improve processes and tools
What we offer
Comprehensive training program focused on portfolio transfers and related processes
Upskill training opportunities throughout your career
Full appreciation of your talent and specialized knowledge
Generous remuneration package
Excellent social benefits including 25 days off a sports card and private health insurance
Are you ready to accelerate your career with us Wed love to hear from you!
We thank all applicants but only candidates selected for an interview will be contacted.
All personal data of applicants is protected by the law and will be treated with strict confidentiality.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
