Financial Client Success
3 days ago
Vacancy Name
Financial Client Success - Team Lead
Vacancy No
VN1350
Employment Type
Regular Full-Time
Location
Hyderabad
Job Details
We are currently seeking a Financial Client Success Team Lead 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)
- Lead, support, and develop a high-performing client-facing team by providing coaching, performance feedback, and ensuring operational targets and service standards are consistently met.
- 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
- 2-3 years of customer service experience within the financial industry, preferably at a stock broker, futures broker, asset management firm, CFD broker, or cryptocurrency exchange
- Solid understanding of financial products such as Stocks, Futures, CFDs or Crypto
- Ability to analyze team performance metrics and implement improvements
- Excellent communication skills both verbally and in writing
- Excellent problem-solving skills
- Strong attention to detail
- Ability to multitask effectively while maintaining accuracy
- Proficiency in computer programs such as Microsoft Office
- 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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