Aimed at mid-level support professionals with a background in fintech or brokerage who thrive in collaborative, detail-oriented environments.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Trading212 via Ashby
OUR MISSION IS TO ENABLE EVERYONE TO BUILD WEALTH
We reinvent how trading and investing work by creating exceptional products people love.
Fostering a culture of excellence and high velocity is the key to our success. Тoday, we serve over 6 million clients, with more than €50 billion in assets under management - a testament to the scale and trust we’ve built in just a few years.
THE ROLE
We’re looking for a motivated Transfers Customer Experience Specialist to join our Transfers Customer Care team. This is a specialised support role focused on portfolio transfers, working closely with Transfer Operations on more complex and sensitive cases. You’ll support clients throughout the transfer journey - answering their questions, explaining requirements and timelines, and coordinating internally to ensure their investments are moved smoothly between providers.
WHAT YOU’LL DO
- Handle client enquiries specifically related to portfolio transfers via chat and email.
- Guide clients through the end-to-end transfer process, explaining requirements clearly and setting the right expectations.
- Investigate and resolve issues related to portfolio transfers, ensuring accurate and timely execution.
- Coordinate with internal teams, especially Transfer Operations, to secure smooth processing of transfer requests.
- Proactively monitor pending cases, follow up where needed and provide clear, timely updates to clients.
- Channel client feedback into concrete suggestions to improve our processes, tools and client experience.
- Act as a trusted point of contact for clients on transfer-related matters, delivering a “premium” support experience.
WHAT YOU NEED TO HAVE
- Proficiency in English (C1 or above), with strong written and verbal communication skills.
- Strong attention to detail and problem-solving skills.
- A customer-oriented approach with a focus on precision and accuracy.
- Good time-management and multitasking abilities.
- A proactive, people-oriented attitude and the ability to work both 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.
NICE TO HAVE
- Previous experience in customer service or operations.
- Familiarity with portfolio transfers, brokerage or stock-market processes.
- Understanding of the fintech or online investing industry.
- University degree in Finance, Business Administration, Economics or a related field.
WHAT WE OFFER
- 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.
- Excellent social benefits, including 25 days paid annual leave, a sports card and private health insurance.
- Standard working hours – Monday to Friday, 9:00–18:00, with weekends and public holidays off (no shift work).
- One work-from-home day per week.
Bring your ambition to Europe’s fastest-growing mobile broker!
We thank all applicants, but only candidates selected for interview will be contacted. All personal data of applicants is protected by law and treated with strict confidentiality.
Source: Trading212 careers (Ashby)