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Transfers Customer Experience Specialist

trading212

SofiaHybrid

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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!

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