Customer Success Associate

A company is looking for a Customer Success Operations Associate to provide support for clients and investors in trading platforms.

Key Responsibilities

Serve as the primary point of contact for retail and institutional clients, guiding them through onboarding and addressing concerns

Educate clients on products and provide technical support, ensuring customer satisfaction and promoting brand loyalty

Utilize data-driven insights to recommend improvements and create professional guides to enhance customer experience

Required Qualifications

3+ years in a front-line support or customer-facing role

2+ years of experience with trading or exchange platforms preferred

BA / BS from an accredited university preferred

Process-driven organizational skills and flexibility in adapting to changes

Ability to build trust and rapport with customers