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Client Service Associate

1 month ago

Manila, National Capital Region, Philippines EXANTE Full time
About EXANTE

EXANTE is a leading wealth technology 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 prioritize customer privacy
  • We cater to our customers to an unprecedented degree
Job Summary

We are seeking a highly skilled Client Service Associate to join our team. As a key member of our Client Services department, you will be responsible for managing client inquiries via different channels, providing excellent customer support, and maintaining a sound knowledge of our product and industry.

Key Responsibilities
  • Manage client inquiries via email, live chat, and phone calls within set SLAs and KPIs
  • Provide exceptional customer support by identifying customers' needs and solving tasks with an individual approach
  • Liaise with internal teams to find solutions to more complex inquiries
  • Navigate inquiries to the relevant departments when necessary
  • Maintain a positive image of our company
  • Contribute towards various side projects and tasks such as FAQ upkeep and internal documentation
  • Regularly communicate feedback and suggestions with your line manager
Requirements
  • Financial markets and industry knowledge
  • Previous experience with tools like Intercom, Zendesk, 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
  • Competitive salary & performance-based bonus programs
  • Corporate benefits (choose your preferred options)
  • Truly inspiring culture, pleasant and informal work environment
  • Ongoing education & training programs
  • Opportunity to network and connect in the Corporate Events
  • Global career opportunities