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Customer Experience Specialist
Trading 212Transfers Customer Experience Specialist supporting clients throughout the transfer journey in Sofia. Collaborating with internal teams to ensure smooth processing and providing 'premium' support experience.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 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.
Benefits
Comp & perks- 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.
ATS Keywords
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Soft Skills
strong written communication skillsstrong verbal communication skillsattention to detailproblem-solving skillscustomer-oriented approachtime-management abilitiesmultitasking abilitiesproactive attitudeability to work independentlyability to work as part of a team