Senior Client Support Manager

About EXANTE

EXANTE is a wealth tech company that provides centralized trading solutions and B2B financial infrastructure that helps create value through technology.

Our proprietary trading platform enables direct market access to 1 million financial instruments, including stocks, ETFs, bonds, futures, and options, from a single multi-currency account.

We are a fast-growing global company with 600+ employees across 70+ locations, representing 60 nationalities, all of us following the same guiding principles:

• We believe that freedom is an inherited right

• We are catalysts

• We defend privacy

• We cater to our customers to an unprecedented degree

As a Financial company, we know our investment priorities. We invest in our people.

Join us in creating a new standard for wealth management: https://exantecareers.com

About the Role

A Senior Client Support Manager plays a key role in ensuring that clients receive excellent service and support.

Responsibilities

Sales Coordination:

• Collaborate with TOP sales managers and newcomers in sales to

  understand client needs and requirements.
• Assist TOP sales managers and newcomers in sales in various sales cycle stages.
• Coordinate and communicate with internal departments to fulfill clients/stakeholders requests.

Customer Relationship Management (CRM):

• Maintain and update customer information in the CRM system.

• Track and manage sales activities, leads, and opportunities on behalf of the stakeholders in the CRM.

• Provide insights for sales strategy discussions.

Documentation:

• Manage documentation related to transactions, contracts, and

  agreements.
• Ensure on behalf of the stakeholders all necessary paperwork is completed accurately and on time.

Role model in Client Support:

• Train and guide client support team members in providing client

  support services effectively.

• Provide training and support to new team members in sales.

• Stay updated on product knowledge and industry trends to effectively support top sales people in Exante.

Problem Resolution:

• Address and resolve client inquiries, concerns, or issues in

  collaboration with the stakeholders.
• Act as a liaison between the internal stakeholders and other departments to resolve internal issues impacting sales operations.

Cross-Functional Collaboration:

• Collaborate with marketing, MO, finance, and other departments to

  ensure alignment in strategy and execution.

Continuous Improvement:

• Identify opportunities for process improvement and efficiency within

  the client support function and beyond.

Reporting line: Head of Client Support

Worksite: remote

Requirements

Education & Experience

• Bachelors degree in Business Administration, Financial industry or

  related field.

• 5+ years of experience in Financial industry with focus on the account

  management.

• Proven experience in a similar role.

Skills & Competencies

• Customer Service Expertise: Strong understanding of client support and

  sales processes and best practices.

• Leadership & Team Management: Ability to mentor newbies in sales and

  client support department.

• Communication & Interpersonal Skills: Excellent verbal and

  written communication with clients and internal teams.

• Problem-Solving: Ability to address client concerns and resolve

  escalations effectively.

• Project Management: Experience in managing client-related projects

  and implementing support strategies.

• Technical Proficiency: Familiarity with CRM systems (e.g., Salesforce,

  HubSpot or similar) and other tolls (like Jira).

• Data Analysis & Reporting: Ability to track KPIs, analyze trends, and

  provide reports to stakeholders.

• Conflict Resolution: Skilled at handling difficult customer situations

  professionally.

• Industry Knowledge: Understanding of FI and industry trends.

Benefits

• Competitive salary & performance-based bonus programs

• Corporate benefits (choose your preferred option)

• Truly inspiring culture, pleasant and informal work environment

• Ongoing education & training programs

• Opportunity to network and connect in the Corporate Events

• Global career opportunities

• Benefits/perks listed above may vary depending on the nature of your employment with the company and the country where you work.