Customer Experience Agent
Core
Support clients in a regulated FinTech environment by resolving account-opening, funding, and trading tool queries across multiple channels.
Role type
Customer Experience Agent (Client Support)
Builds
Customer satisfaction and retention in a global Client Experience team
Domain
FinTech / Online Trading
Deliverable
client delivery
Required skills
Customer service, troubleshooting, product education, CRM usage, 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; troubleshoot platform access and trading tools; manage account-opening and funding requests; maintain accurate records in ticketing systems; follow regulatory and risk-management requirements; contribute to process improvements.
Seniority
Individual Contributor
