Client Success Specialist

Company Description

Trade W is a leading multi-asset trading platform with over seven years of industry experience, providing global users with secure, convenient, and efficient access to the financial markets. We offer CFD trading across a wide range of asset classes — including forex, cryptocurrencies, stocks, indices, metals, and commodities — through our intuitive app and web platform.

Launched in 2018 as the flagship brand of Tradewill Global LLC, Trade W was built on a customer-first philosophy and a vision to make trading success more accessible. Today, we continue to grow as a trusted platform, committed to empowering traders worldwide with equal opportunities for success.

Job Summary

We are looking for a Retention Agent to join our Customer Support team with a core focus on helping registered clients successfully complete their deposits. This role is critical in resolving deposit-related issues, addressing client concerns, and ensuring a smooth and positive user experience that leads to conversion. You’ll serve as the bridge between interest and action, turning intent into completed transactions.

Key Responsibilities :

• Make outbound calls or send messages to clients based on distribution and build up solid relationships.
• Proficiently grasp relevant job knowledge, promptly and accurately handle customer demands, and quickly and efficiently resolve user issues within specified time frames to enhance customer retention and satisfaction.
• Proactively identify, summarize, and verify potential issues through clients’ feedback, pass on the problems to relevant departments for follow-up, or propose effective suggestions to assist in business optimization.
• Assist development engineers in resolving customer problems and provide real-time technical support for first-line troubleshooting.
• Handle occasional tasks assigned by supervisors.

Requirements :