Customer Experience Specialist - Transfers

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Sofia, Sofia-grad, BGR
Fintech • Software • Financial Services
The Role

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 4.5 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.

The skills and abilities you need
  • Proficiency in English (C1 or above)

  • Strong attention to detail and problem-solving skills

  • Customer-oriented approach with a focus on precision and accuracy

  • Good time management and multitasking abilities

  • Willingness to learn and develop expertise in portfolio transfers

  • Adaptiveness to a rapidly changing environment

Bonus points
  • Previous experience in customer service or operations

  • Familiarity with portfolio transfers or stock market processes

  • Understanding of the fintech industry

What you'll do
  • Handle client inquiries specifically related to portfolio transfers via chat and email

  • Assist clients in understanding and completing the transfer process

  • Investigate and resolve issues related to portfolio transfers

  • Coordinate with internal teams to ensure timely processing of transfer requests

  • Provide updates and feedback to clients regarding their transfers

  • Channel client feedback to improve processes and tools

What we offer
  • Comprehensive training program focused on portfolio transfers and related processes

  • Upskill training opportunities throughout your career

  • Full appreciation of your talent and specialized knowledge

  • Generous remuneration package

  • Excellent social benefits, including 25 days off, a sports card, and private health insurance

Are you ready to accelerate your career with us? We'd love to hear from you!

We thank all applicants, but only candidates selected for an interview will be contacted.

All personal data of applicants is protected by the law and will be treated with strict confidentiality.

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The Company
London
559 Employees
Year Founded: 2004

What We Do

Our mission is to enable everyone to build wealth. We reinvent how trading and investing work by creating exceptional products people love. Trading 212 is built with passion by highly driven people who strive for excellence and value freedom. Over the past few years, our client base has grown 20 times to over 2 million, and client assets have grown over 50 times to over €3 billion. Trading 212 was founded in 2003 with one simple idea - to make the financial markets accessible to everyone. From day one, we've been focused on building a great user experience through advanced technology. From the first truly dynamic web apps, to the mobile revolution, we've been at the forefront of every technological wave with the sole purpose of democratising the financial markets. Software engineering and product design are at the heart of what we do. Trading 212 is licensed and regulated by the UK Financial Conduct Authority and the Cyprus Securities and Exchange Commission (No. 398/21). When investing, your capital is at risk.

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