Transfers Customer Experience Specialist
External
Trading212 · Sofia, BulgariaPrepare for this interview
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About 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.
Responsibilities
- 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.
Requirements
- 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.
Benefits
Additional Information
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 5 million clients, with more than €30 billion in assets under management - a testament to the scale and trust we've built in just a few years.
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