Transfers Customer Experience Specialist

Posted 16 Days Ago
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Sofia, Sofia-grad
Junior
Fintech • Software • Financial Services
The Role
The Transfers Customer Experience Specialist assists clients with portfolio transfers, addressing inquiries, coordinating with internal teams, and ensuring smooth execution of transfers.
Summary Generated by Built In

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 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.

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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