NinjaTrader
Finance / FinServ
ClientServicesRepresentative
“Client Services Representative at NinjaTrader. Skills: real-time problem solving, assist customers with solutions to account or technology-related issues, resolve client support inquiries regarding their account and our platform, Educate and empower customers to get the most out of the NinjaTrader product line, Become a power user of Outlook, HelpSpot, Confluence, Jira, and other productivity applications, Efficiently and accurately manage customer data using Salesforce, Identify and communicate”
What You'll Achieve.
ensure a world-class customer experience
Industry & Context.
real-time problem solving; assist customers with solutions to account or technology-related issues; troubleshoot computer issues directly with clients
What They're Looking For.
Must Have
computer skills and the ability to learn complex systems quickly, Empathy and the ability to connect with customers while showing genuine care for their issues, Ability to explain complex information or instructions in a simple, understandable way, time management skills with the ability to follow up on multiple issues and customer service requests, Excellent written and verbal communication skills, Tech-savvy mindset with the ability to troubleshoot computer issues directly with clients
Nice to Have
Written and spoken fluency in Spanish, A minimum of 1 year of customer service experience, preferably in a high-volume technology company, Prior experience with CRM software and customer service ticketing software, Knowledge of the trading industry is a plus but not required
What You'll Do.
respond to the needs of thousands of clients worldwide to ensure a world-class customer experience
help resolve client support inquiries regarding their account and our platform
Assist clients with various inquiries such as account setup
troubleshooting accounts
and treasury-related items
Educate and empower customers to get the most out of the NinjaTrader product line
Efficiently and accurately manage customer data using Salesforce
Identify and communicate emerging client needs and feature requests to management and other internal teams
Guide clients in navigating the world of commodity futures and NinjaTrader’s services
Assist management in creating and revising policies based on customer feedback
creating knowledge articles and email templates
Regularly assist with beta testing new software updates
How You'll Work.
Team & Collaboration
Collaborate with internal teams including our Trade Desk, Technical Support, and Compliance teams; Identify and communicate emerging client needs and feature requests to management and other internal teams
Communication Scope
Excellent written and verbal communication skills; Ability to explain complex information or instructions in a simple, understandable way
Applying for this Client Services Representative role?
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- Create a Greenhouse profile before applying — it saves time across multiple applications.
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- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
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