Customer Service Representative

at  EXANTE

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 +1M 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 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.com

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

ABOUT THE ROLE

Reporting line: Head of Client Services
Location: Germany
Worksite: Remote

RESPONSIBILITIES

• Manage client inquiries via different channels: email, live chat, and phone calls within set SLAs and KPIs
• Provide excellent 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 sound knowledge of our product and industry
• 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