Financial Client Success Specialist
3 days ago
Vacancy Name
Financial Client Success Specialist
Vacancy No
VN1351
Employment Type
Regular Full-Time
Location
Hyderabad
Job Details
We are currently seeking a Financial Client Success Specialist to join our dynamic team. In this role, you will be the first point of contact for our global clients — responsible for delivering accurate, timely, and one-call resolutions to account-specific inquiries.
This is not a scripted support role — it requires active listening, strong problem-solving, and a deep understanding of our financial products and platforms to deliver end-to-end support.
Primary responsibilities (not limited to)
- Provide exceptional client service by resolving account-specific issues efficiently, often within a single interaction.
- Manage inquiries across multiple channels (calls, emails, chat) in a professional and client-focused manner.
- Execute account-related transactions and tasks with accuracy and compliance.
- Guide clients on the use of financial products, such as CFDs, Listed Stocks, and Crypto wallets.
- Ensure all client interactions comply with regulatory standards and internal policies.
Requirements
- 1-3 years of experience in a customer service role in the financial Industry, preferred but not necessary
- Excellent communication skills both verbally and in writing
- Proficiency in computer programs such as Microsoft Office
- Ability to work independently or as part of a team
- Excellent problem-solving skills
- Strong attention to detail
- Ability to multitask effectively while maintaining accuracy
- Fluency in English
- Bachelor's degree in finance or a related field
Benefits
- Competitive base salary with attractive discretionary quarterly bonus $
- Flexibility of working between home/office in a scheduled manner
- Weekday work only
Working days/hours: Monday to Friday; Fully working from the office - 8th Floor, Building 4, Raheja mindspace, Hi-tec city, Hyderabad
All Technementals Innovation India Private Limited employees must be eligible to work in India.
Prior to submitting your resume, the firm requests that you do the following:
Review the firm's website thoroughly at
Company Description
Tradu is a new multi-asset global trading platform and is part of the Stratos group of companies. Tradu, built by traders for traders, provides the most sophisticated traders with a serious platform that allows them to move easily between asset classes such as stocks, CFDs and crypto, depending on the regulations that govern the trader's market.
Equal Opportunity Employer
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