Client Service Representative

4 days ago

Manchester, Georgia, United States Exante Full time
About Exante

We are a leading wealth tech company that provides innovative trading solutions and B2B financial infrastructure to help create value through technology.

Our proprietary trading platform enables direct market access to over 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 over 600 employees across 70+ locations, representing 60 nationalities, all of us following the same guiding principles:

  • We believe that freedom is an inherent right
  • We are catalysts for change
  • We defend privacy and confidentiality
  • We cater to our customers to an unprecedented degree
  • We invest in our people and their growth

As a financial company, we prioritize our investment in our people and their development. We are looking for talented individuals to join our team and contribute to our mission.

About the Role

Reporting Line: Head of Client Services

Location: UK

Worksite: Remote

Responsibilities

We are seeking a highly skilled Client Service Associate to manage client inquiries via different channels, including email, live chat, and phone calls, within set SLAs and KPIs. The ideal candidate will provide excellent customer support by identifying customers' needs and solving tasks with an individual approach.

The successful candidate will also liaise with internal teams to find solutions to more complex inquiries, navigate inquiries to the relevant departments when necessary, and maintain a sound knowledge of our product and industry.

The Client Service Associate will contribute towards various side projects and tasks, such as FAQ upkeep and internal documentation, and regularly communicate feedback and suggestions with their line manager.

Requirements

We are looking for a highly motivated and experienced individual with:

  • Financial markets and industry knowledge
  • Previous experience with tools like Intercom, Zendesk, and Atlassian
  • 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
Benefits

We offer a competitive salary and performance-based bonus programs, corporate benefits, a truly inspiring culture, and ongoing education and training programs. We also provide opportunities for global career growth and networking.

Please note that benefits may vary depending on the nature of your employment with the company and the country where you work.

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