Client Services Associate

Who we are

We are a global wealth-tech company powering the next generation of trading. We deliver cutting-edge centralised trading solutions and robust B2B financial infrastructure. Our proprietary trading platform offers clients seamless access to stocks, ETFs, bonds, futures, options, swaps, funds, and currency pairs- all within a single, multi-currency account.

We believe in the boundless flow of capital and information. Whilst developing EXANTE, we saw technology as a means to improve global connectivity of the financial services industry. Over the years, we have earned a reputation for providing superior service and for getting the results our clients and customers want. 

Most importantly, people have come to know us for our technological insights and focus on privacy. Our inspiration stems from the talent and ambition of our clients. We are offering an ecosystem of financial products and services that would provide the most tailored assistance to traders. 

Our culture

Everything at EXANTE starts with our people. We bring together 600+ minds from 65 nationalities across 70 locations. We place trust in our team with real autonomy - the freedom to drive change across products, processes and everything in between. That trust fuels innovation, and the demands of the markets build resilience; we adapt, push forward, and we look after each other while we do it. 

That freedom is matched by real investment in growth: we back our people with ongoing learning, hands-on development and the kind of stretch opportunities that turn good careers into great ones. Here, progression isn’t something you wait for - it’s something you’re actively supported to pursue. 

About the Role

The Client Service Associate acts as the primary point of contact for clients, ensuring an exceptional service experience through prompt and professional support. This role involves handling client inquiries, coordinating with internal teams, and maintaining strong client relationships to support business growth and retention.

Reporting Line: Head of Client Services

Location: 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

Qualifications

• Financial markets and industry knowledge
• Previous experience in a brokerage/investment company
• Fluency in written and spoken English at a professional level
• Strong client-focused 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
• Previous experience with tools like Intercom, Atlassian. 

Personality / Mindset

• Integrity & loyalty
• Team player with advanced communication and collaboration skills
• A hands-on, can-do attitude - always looking for solutions and thinking out of the box
• Overachiever mentality
• Capability to work and succeed in the fast pace and ever-changing environment
  

We Offer*

• Competitive salary 
• Corporate benefits (choose your preferred options)
• Truly inspiring culture, pleasant and informal work environment
• Ongoing education & training programs
• Opportunity to network and connect at the Corporate Events
• Global career opportunities

*Benefits/perks vary depending on the nature of your employment with the company and the country where you work

EXANTE  is a global prime broker backed by proprietary technology and dedicated service. All regulated group companies and fully controlled affiliates and subsidiaries are committed to compliance with data protection laws, including the GDPR. We process personal data in line with the GDPR principles of fairness, purpose limitation, transparency, data minimisation, storage limitation and deletion, accuracy, confidentiality and integrity, and accountability. We rely on legitimate interests to assess and manage your application, after determining that our interests are not overridden by your rights and interests. You have the rights of access, rectification, data portability, erasure, restriction of processing, and objection to processing. To exercise your rights or contact our Data Protection Officer, please see our GDPR policy at https://exante.eu/gdpr/.

We retain recruitment data only for as long as necessary for the purposes described above, after which it will be securely deleted unless we are required to keep it longer to comply with law or you consent to a longer retention.

Where personal data is transferred outside the EEA, it will be protected to a standard at least equivalent to that sought by the GDPR. Personal data is safeguarded by technical and organisational measures that are reviewed and updated regularly. This website is not intended for individuals under 18 and we do not knowingly collect data relating to children .