Senior Client Support Manager
Senior Client Support Manager
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Job Description
About EXANTE
EXANTE is a wealth tech company that provides centralized trading solutions and B2B financial infrastructure that helps create value through technology.
Our proprietary trading platform enables direct market access to 1 million financial instruments including stocks ETFs bonds futures and options from a single multicurrency account.
We are a fastgrowing global company with 600 employees across 70 locations representing 60 nationalities all of us following the same guiding principles:
We believe that freedom is an inherited right
We are catalysts
We defend privacy
We cater to our customers to an unprecedented degree
As a Financial company we know our investment priorities. We invest in our people.
Join us in creating a new standard for wealth management:
About the Role
A Senior Client Support Manager plays a key role in ensuring that clients receive excellent service and support.
Responsibilities
Sales Coordination:
Collaborate with TOP sales managers and newcomers in sales to
understand client needs and requirements.- Assist TOP sales managers and newcomers in sales in various sales cycle stages.
- Coordinate and communicate with internal departments to fulfill clients/stakeholders requests.
Customer Relationship Management (CRM):
Maintain and update customer information in the CRM system.
- Track and manage sales activities leads and opportunities on behalf of the stakeholders in the CRM.
Provide insights for sales strategy discussions.
Documentation:
Manage documentation related to transactions contracts and
agreements.- Ensure on behalf of the stakeholders all necessary paperwork is completed accurately and on time.
Role model in Client Support:
Train and guide client support team members in providing client
support services effectively.Provide training and support to new team members in sales.
- Stay updated on product knowledge and industry trends to effectively support top sales people in Exante.
Problem Resolution:
Address and resolve client inquiries concerns or issues in
collaboration with the stakeholders.- Act as a liaison between the internal stakeholders and other departments to resolve internal issues impacting sales operations.
CrossFunctional Collaboration:
Collaborate with marketing MO finance and other departments to
ensure alignment in strategy and execution.
Continuous Improvement:
Identify opportunities for process improvement and efficiency within
the client support function and beyond.
Reporting line: Head of Client Support
Worksite: remote
Requirements
Education & Experience
Bachelors degree in Business Administration Financial industry or
related field.5 years of experience in Financial industry with focus on the account
management.Proven experience in a similar role.
Skills & Competencies
Customer Service Expertise: Strong understanding of client support and
sales processes and best practices.Leadership & Team Management: Ability to mentor newbies in sales and
client support department.Communication & Interpersonal Skills: Excellent verbal and
written communication with clients and internal teams.ProblemSolving: Ability to address client concerns and resolve
escalations effectively.Project Management: Experience in managing clientrelated projects
and implementing support strategies.Technical Proficiency: Familiarity with CRM systems (e.g. Salesforce
HubSpot or similar) and other tolls (like Jira).Data Analysis & Reporting: Ability to track KPIs analyze trends and
provide reports to stakeholders.Conflict Resolution: Skilled at handling difficult customer situations
professionally.Industry Knowledge: Understanding of FI and industry trends.
Benefits
Competitive salary & performancebased bonus programs
Corporate benefits (choose your preferred option)
Truly inspiring culture pleasant and informal work environment
Ongoing education & training programs
Opportunity to network and connect in the Corporate Events
Global career opportunities
*Benefits/perks listed above may vary depending on the nature of your employment with the company and the country where you work.
Employment Type
Full Time
