Transfers Customer Experience Specialist

    ~$54,600 - $101,400Market Estimate
    Sofia
    Full-Time
    Mid (3-6 yrs)
    Customer Success & Support
    First posted 140 days ago

    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 €50 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.

    Bring your ambition to Europe’s fastest-growing mobile broker!

    Company:  Trading212

    Fintech company offering commission-free investing and trading apps for stocks, ETFs, Forex, commodities, and more.
    501-1000 employees
    Finance & Fintech
    HQ: United Kingdom