ABOUT XOALA:
Xoala is a leading provider of payment solutions, committed to empowering businesses with innovative, secure, and efficient financial services. As we continue to expand, we’re seeking a talented individuals to drive our growth, develop strategic relationships, and build a high-performing partnerships.
WE ARE LOOKING FOR
Xoala is looking fora highly motivated and client-focused Client Services Executive to join our team. This role is vital to ensuring our clients, from retail traders to institutional investors, receive unparalleled service tailored to their trading and investment needs. The ideal candidate will have a deep understanding of brokerage services, financial markets, and trading platforms, combined with exceptional relationship management skills.
In more detail, the Client Services Executive will be responsible to:
- Act as the primary point of contact for clients, providing exceptional service and addressing our client’s needs.
- Build and maintain strong, long-term relationships with clients, ranging from individual traders to institutional partners.
- Support clients with onboarding, account setup, and trading platform usage, ensuring a seamless experience.
- Provide expert guidance on Xoala’s services, including account management, onboarding process, product offering, and compliance processes.
- Monitor client accounts to identify potential service issues and proactively address them.
- Gather client feedback to identify opportunities for service enhancement, platform improvements, and new product offerings.
- Collaborate closely with internal teams, including compliance, sales, and trading desk, to ensure a seamless client experience.
- Stay updated on financial markets, trading strategies, and regulatory developments to provide informed advice and updates to clients.
- Identify opportunities to upsell or cross-sell brokerage products and services, such as managed accounts, educational tools, or premium trading platforms.
- Resolve client inquiries and complaints efficiently, escalating complex issues to senior management as needed.
WE ARE LOOKING FOR PEOPLE WHO HAVE
- 3+ years of experience in client services, account management, or a similar role within a brokerage or financial services firm.
- In-depth knowledge of payment systems, trading platforms, and brokerage operations.
- Proven track record of managing and growing client relationships in a fast-paced, high-pressure environment.
- Familiarity with trading instruments such as stocks, forex, CFDs, options, and futures.
- Strong problem-solving and communication skills, with the ability to explain trading concepts to clients of varying experience levels.
- Highly skilled in using CRM systems.
- Awareness of industry regulations, such as MiFID II, ESMA, or equivalent, and their impact on brokerage services.
- Fluency in multiple languages is an advantage, reflecting the global nature of brokerage clientele.
- Advanced MS Excel skills are a mandatory requirement.
Success in this role comes to those who have the industry knowledge and understanding, can work autonomously, take initiative, and actively seek opportunities to contribute and make a positive impact.
WE WILL OFFER
The successful candidate will be offered:
- Dynamic career growth in a dynamic and fast-growing global company.
- Competitive Remuneration Package, including performance based financial rewards, in the form of Performance Bonuses and Employee Stock Options,
- Improved Work-Life Balance, in the form of flexibility in working hours and a hybrid working system,
- Enhanced Health and Wellness Programs that include medical Insurance coverage and wellbeing allowance.
- Ongoing Development opportunities,
- Loyalty Benefits Program,
- Birthday Celebrations, including paid time off and a Birthday gift,
- Team Bonding Opportunities,
- Collaborative and innovative work environment.
Whether you are starting your career or looking to advance it, we offer numerous opportunities to gain hands-on experience, participate in exciting projects, and achieve excellence at every stage.
ARE YOU INTERESTED IN JOINING US?
We are very excited to meet you and discuss how you can contribute to the success of the Company!
We commit to handle all your information with strict confidentiality.
