обновлено 5 месяцев назад
Transfers Customer Experience Specialist (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Transfers Customer Experience Specialist (Fintech): Managing client portfolio transfers and coordinating with operations to ensure smooth investment movement with an accent on precision and customer satisfaction. Focus on resolving complex transfer cases, guiding clients through brokerage requirements, and improving internal transfer processes.
Location: Hybrid (Sofia, Bulgaria). One work-from-home day per week.
Company
is a fintech company reinventing trading and investing by creating exceptional products to help people build wealth.
What you will do
- Handle client enquiries regarding portfolio transfers via chat and email.
- Guide clients through the end-to-end transfer process and set clear expectations.
- Investigate and resolve transfer-related issues to ensure accurate and timely execution.
- Coordinate with internal Transfer Operations teams to secure smooth processing.
- Proactively monitor pending cases and provide timely updates to clients.
- Channel client feedback into suggestions to improve internal processes and tools.
Requirements
- English proficiency (C1 or above).
- Experience (1+ year) in customer support, preferably in tech or fintech.
- Strong attention to detail and problem-solving skills.
- Customer-oriented approach with a focus on precision and accuracy.
- Proactive attitude and ability to work both independently and in a team.
- Adaptability to a rapidly changing environment.
Nice to have
- Previous experience in customer service or operations.
- Familiarity with brokerage, stock-market processes, or portfolio transfers.
- Understanding of the fintech or online investing industry.
- University degree in Finance, Business Administration, Economics or a related field.
Culture & Benefits
- Comprehensive training programme focused on portfolio transfers.
- Opportunities to upskill and grow your career within the company.
- 25 days paid annual leave, a sports card, and private health insurance.
- Standard working hours (Monday to Friday, 9:00–18:00) with no shift work.
- Hybrid work model with one work-from-home day per week.
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