Customer Experience Agent
Core
Provide responsive support to clients via live chat, phone, and email, explaining financial products and troubleshooting platform/trading tool issues.
Role type
Customer Experience Agent (Client Support)
Builds
Customer satisfaction and retention within a global FinTech client experience team
Domain
FinTech / Online Trading
Deliverable
client delivery
Required skills
Customer service, product explanation, troubleshooting, CRM/ticketing systems, regulatory compliance, documentation, multi-channel communication
Preferred skills
Salesforce/Zendesk experience, financial markets/trading exposure, weekend/holiday flexibility
Technologies
Salesforce, Zendesk, CRM, ticketing systems
Responsibilities
Provide responsive support via live chat, phone, and email; Explain products and services clearly; Provide troubleshooting assistance for platform access and trading tools; Manage and resolve standard customer cases using CRM; Maintain accurate documentation in ticketing systems; Support timely processing of account-opening and funding requests
Seniority
Individual Contributor
