Job Description:
* Deliver prompt, friendly and professional support via chat, phone and email to assist clients with inquiries, troubleshooting and understanding the firm's platform and operational processes.
* Collaborate with brokers, associates and internal teams to execute transactions and monitor and facilitate client transactions to ensure a seamless experience.
* Resolve complex client cases in collaboration with cross-functional teams and document and track customer interactions using tools such as Zoom Phone, Intercom, Slack, Asana and Salesforce.
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Required Skills and Qualifications:
* Excellent written and verbal communication skills in English.
* Strong problem-solving and analytical abilities with attention to detail.
* Ability to multitask and thrive in a fast-paced environment.
* Empathy, patience and a client-first mindset.
* Familiarity with tools like Zoom Phone, Intercom, Slack, Asana and Salesforce is preferred (training provided).
* A modest understanding of financial markets and infrastructure is preferred but not essential.
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What We Offer:
* Learn from a team of experienced financial services professionals.
* Ongoing training and development opportunities supported by leadership.
* Competitive salary package with performance-based incentives and growth potential.
* Access to cutting-edge technology and market insights.
* A collaborative and supportive team culture.