null
fintech
TransfersCustomerExperienceSpecialist
Neural analysis suggests this role is
optimal for Entry candidates.
“Transfers Customer Experience Specialist at null. Skills: portfolio transfers, customer experience, client support. 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”
What You'll Achieve.
delivering a “premium” support experience; ensuring accurate and timely execution of transfer requests
Industry & Context.
problem-solving skills; Investigate and resolve issues related to portfolio transfers
What They're Looking For.
Must Have
Proficiency in English (C1 or above), written and verbal communication skills, attention to detail, 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, 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
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 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
How You'll Work.
Team & Collaboration
Coordinate with internal teams, especially Transfer Operations, to secure smooth processing of transfer requests; ability to work both independently and as part of a team
Communication Scope
written and verbal communication skills
Full Job Description
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 5 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
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