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Customer Experience Specialist
Trading 212. Handle client enquiries related to portfolio transfers via chat and email.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client communication and problem-solving skills while managing portfolio transfers. Exhibits attention to detail and a customer-oriented approach in a fast-paced fintech environment.
Highest-signal resume keywords
Proficiency In English (C1 Or Above)Customer Support Experience (1+ Year)Attention To DetailPortfolio Transfers FamiliarityTime Management Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Strong Written And Verbal Communication SkillsProblem-Solving SkillsCustomer-Oriented ApproachGood Time-Management AbilitiesProactive Attitude
Industry Keywords
FintechPortfolio TransfersBrokerage ProcessesStock-Market ProcessesOnline Investing IndustryUniversity Degree In FinanceBusiness AdministrationEconomics
About the role
Key responsibilities & impact- Handle client enquiries related to portfolio transfers via chat and email.
- Guide clients through the end-to-end transfer process, explaining requirements and setting expectations.
- Investigate and resolve portfolio-transfer issues, ensuring accurate and timely execution.
- Coordinate with Transfer Operations and other internal teams to process transfer requests smoothly.
- Monitor pending cases, follow up where needed, and provide timely client updates.
- Channel client feedback into suggestions to improve processes, tools, and client experience.
- Act as a trusted client contact for transfer-related matters and deliver a premium support experience.
Requirements
What you’ll need- Proficiency in English (C1 or above), with strong written and verbal communication skills.
- Strong attention to detail and problem-solving skills.
- Customer-oriented approach with a focus on precision and accuracy.
- Good time-management and multitasking abilities.
- Proactive, people-oriented attitude and ability to work independently and as part of a team.
- Willingness to learn and develop deep expertise in portfolio transfers.
- Adaptiveness to a rapidly changing environment.
- Experience (1+ year) in a customer support role, preferably in tech, fintech or performance-driven teams, is a strong advantage.
- Previous experience in customer service or operations is nice to have.
- Familiarity with portfolio transfers, brokerage or stock-market processes is nice to have.
- Understanding of the fintech or online investing industry is nice to have.
- University degree in Finance, Business Administration, Economics or a related field is nice to have.
- Required resume submission.
- Must be able to meet the role’s regular on-site presence requirement at the Sofia office.
Benefits
Comp & perks- Comprehensive training programme focused on portfolio transfers and related processes.
- Opportunities to upskill and grow your career, including potential progression within Transfers and other teams.
- Full appreciation of your talent and specialised knowledge – your work has direct impact on our clients’ experience.
- Generous remuneration package.
- 25 days paid annual leave.
- Sports card.
- Private health insurance.
- Standard working hours, Monday to Friday, 9:00–18:00, with weekends and public holidays off.
- One work-from-home day per week.