Jobs Companies Trading212 Transfers Customer Experience Specialist

Sobre esta vaga de Transfers Customer Experience Specialist na Trading212

Trading212 · Híbrido · Sofia

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 €30 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!

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