Customer Success Analyst

Posted 4 Days Ago
Be an Early Applicant
London, Greater London, England, GBR
In-Office
Junior
Fintech • Software • Financial Services
The Role
Provide multi-channel customer support (email, phone, live chat) for global clients, resolve trading and administrative issues, update CRM records, monitor market news to proactively inform customers, and ensure regulatory compliance.
Summary Generated by Built In

The Customer Success Analyst will be responsible for ensuring that our global client base received an exemplary standard of customer support across multi-channels – via email, phone and live chat.

Who we are

Trade Nation is a global CFD and spread betting broker. We help traders make better decisions through clear market insights, transparent pricing and a fairer approach to trading.

Since 2014, we’ve grown into a market-leading, low-cost broker with our headquarters in London and offices across Europe, South Africa, Asia-Pacific, and key offshore regions including the Caribbean and Indian Ocean. Our platform is available in 14 languages, making it accessible to traders worldwide.

Built on transparency and trust, and driven by our people, our focus is simple: helping customers trade more effectively. We do that by keeping costs low, cutting unnecessary complexity and using technology to put traders first.

Your team

Our London office is our headquarters, located in the heart of East London and surrounded by plenty of great places to eat and explore. The office offers a modern working environment with spacious communal areas, a bike shed, and showers. We also have a rooftop terrace that the team makes the most of during the summer - whenever we’re lucky enough for a bit of sun!

Our commitments to each other

We have each other’s backs
There when we need each other the most.

We challenge each other       
Be more creative, more curious, more bold

We thrive together
Taking our work to the next level

We form strong bonds
Through team building and social events

We don’t judge
Instead, we teach and are open to learning

We step up
Taking ownership and supporting each other to do the same

Key Responsibilities
  • Help customers with their trading and administrative issues to full resolution in a pro-active manner to ensure customer experience remains positive.
  • Be aware of financial market news and upcoming events to be anticipatory and informative with the customer base to deliver a higher-than-expected service.
  • Update all records of client interactions in the CRM and associated systems throughout the day and to departmental standard.
  • Ensure that you act with adherence to all relevant regulatory requirements.

Requirements
  • Previous experience in working in the financial services sector, or  
  • Knowledge or demonstrated interest in the CFD/FX/online trading space.
  • Previous experience working for a CFD Broker or similar is desirable.

Benefits
  • Competitive salary, and discretionary annual bonus.
  • Private healthcare.
  • Life Insurance, Critical Illness & Income Protection cover.
  • Active Lifestyle allowance.
  • Annual leave above minimum entitlement.
  • Up to 3 weeks allowance to work in any location.

Skills Required

  • Previous experience in the financial services sector
  • Knowledge or demonstrated interest in the CFD/FX/online trading space
  • Previous experience working for a CFD broker or similar
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The Company
HQ: London
141 Employees
Year Founded: 2020

What We Do

Helping you power up your trading since 2014. 🚀 What makes Trade Nation stand out from the crowd? Well, we could say a decade of infusing our products with a relentless drive, unwavering passion, and boundless pride. Or, our unparalleled expertise in spread betting and CFD trading with a management team boasting 200+ years of collective industry experience. Maybe it’s our belief that trading should be accessible to all and how we embrace those who champion this vision with us. Or the high standards we set for excellence and value, creating an environment where new and seasoned traders can thrive. We think it’s all of the above. 👆🙌 Financial spread trading comes with a high risk of losing money rapidly due to leverage. 74.1% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how spread trading works and whether you can afford to take the high risk of losing your money. Trade Nation is a trading name of Trade Nation Financial UK Ltd a financial services company registered in England and Wales under company number 07073413, and authorised and regulated by the Financial Conduct Authority under firm reference number 525164.

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