Customer Experience Agent
Pubblicato il 02-10-2026 - Jobgether in Milano
This is a fully remote opportunity within a global Client Experience team supporting customers across multiple markets. You will play a key role in driving customer satisfaction, reducing attrition, and ensuring account-opening and funding requests are processed efficiently. The role combines customer service, troubleshooting, product education, and operational support across multiple communication channels. You will help clients understand financial products, resolve platform and account-related queries, and navigate trading tools and processes. Working in a regulated environment, you will maintain accurate records while following established workflows and compliance requirements. This is an international, collaborative environment suited to someone who enjoys helping customers and continuously expanding their product knowledge.
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Accountabilities
- Provide responsive and professional support to clients through live chat, phone, email,
and other digital platforms.
- Explain products and services clearly, helping clients understand how they work and how to use them effectively.
- Provide troubleshooting assistance for platform access, trading tools, account processes, and other technical or procedural queries.
- Maintain a strong working knowledge of the full range of products and services available to clients.
- Manage and resolve standard customer cases using CRM and support tools such as Salesforce.
- Maintain accurate and comprehensive documentation in ticketing systems to ensure a clear audit trail.
- Support the timely processing of account-opening requests and funding-related activities.
- Apply established operational workflows consistently when handling client requests and cases.
- Follow regulatory, compliance, and risk-management requirements throughout customer interactions and operational processes.
- Contribute to custom