Client Services Associate

🕒 July 14

🌐 Brazil, Argentina, +3 more countries – Remote

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⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

🚫👨‍🎓 No degree required

👻 Ghost score 29%

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Logo of EXANTE

EXANTE

501 - 1000 employees

Founded 2011

💳 Fintech

💸 Finance

🤝 B2B

Fintech • Finance • B2B

EXANTE is a global prime broker and fintech firm founded in 2011 that provides direct access to over 2 million financial instruments across 50+ markets through a proprietary, customizable trading platform (desktop, web, mobile) with API and white-label options. It serves institutional and professional clients — banks, brokerages, asset managers, family offices, and professional traders — offering trade execution, custody arrangements, regulatory coverage, and dedicated relationship and post-trade support.

📋 Description

• Act as the primary point of contact for clients and ensure an exceptional service experience • Manage client inquiries via email, live chat, and phone calls within set SLAs and KPIs • Identify customers' needs and solve tasks with an individual approach • Liaise with internal teams to resolve complex inquiries • Navigate inquiries to relevant departments when necessary • Maintain knowledge of the company's products and industry • Maintain a positive image of the company • Contribute to side projects such as FAQ upkeep and internal documentation • Communicate feedback and suggestions regularly with the line manager • Report to the Head of Client Services

🎯 Requirements

• Experience in financial markets or a similar field • Previous experience in a brokerage/investment company • Professional fluency in written and spoken English • Strong client-focused service skills • Understanding of basic technical principles • Excellent written and verbal communication skills • Strong organizational skills and attention to detail • Ability to work in a fast-paced environment • Ability to multitask effectively • Comfortable working shifts • Previous experience with Intercom and Atlassian tools

🏖️ Benefits

• 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

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