Transfers Customer Experience Specialist

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 6 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!

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