Customer Operations Specialist (12 Month FTC)

Trading 212

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 6 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 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. 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 WE OFFER * 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. Are you ready to accelerate your career with us? We'd love to hear from you! We process applicant data confidentially and in accordance with applicable data protection laws. We may use AI-powered tools to help review applications, but all hiring decisions are made by our human recruitment team. Where required by law, we rely on your consent to use these tools. You may withdraw this consent or exercise your data protection rights at any time by contacting us.

Trading 212

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. Over the past few years, our client base has grown to over 4.5 million and client assets to over €30 billion. ROLE SUMMARY The Senior Customer Care Specialist acts as the senior point of contact for complex trading related client enquiries. This role requires a deep understanding of trading mechanics, financial markets, and internal operations to successfully resolve advanced technical and trading related topics while delivering an exceptional client experience. KEY RESPONSIBILITIES * Handle trading and customer support cases escalated from frontline teams, ensuring timely and accurate resolution * Investigate complex trading issues including order execution, trade logs, corporate action events * Perform position and trade calculations to support case investigations and client queries * Collaborate with internal operations and development teams to resolve trading-related incidents * Support corporate actions processing (e.g., stock splits, delistings, dividend distributions) and guide clients through the processes * Assist with taxation-related queries, including withholding tax, transaction taxes, and documentation requirements * Stay informed on market movements and upcoming corporate actions to support accurate client communication * Review clients’ requests for new instruments to be added to the trading platform, according to the minimum requirements REQUIREMENTS & QUALIFICATIONS * Prior experience in a financial services, fintech, or brokerage customer support role. * Strong working knowledge of stock market mechanics, various order types (Stop vs. Limit, OTC), and corporate actions. * Exceptional analytical and problem-solving skills with the ability to interpret market data, quote logs, and regulatory forms. * Excellent written and verbal communication skills. * Ability to de-escalate tense situations and communicate complex financial concepts clearly. * Close attention to detail and the ability to manage multiple high-priority investigations simultaneously in a fast-paced environment. WHAT WE OFFER * Challenges that will help you grow and realize your potential fast * Opportunity to make a big impact - you will build innovative services used by millions of investors to build wealth * Work with smart, spirited, helpful, high-performing colleagues with a common goal * An environment where nothing is set in stone * A flexible culture that values and appreciates talent and new ideas Are you ready to accelerate your career with us? We'd love to hear from you! We process applicant data confidentially and in accordance with applicable data protection laws. We may use AI-powered tools to help review applications, but all hiring decisions are made by our human recruitment team. Where required by law, we rely on your consent to use these tools. You may withdraw this consent or exercise your data protection rights at any time by contacting us.

Fadata

OVERVIEW At Fadata, we take pride in our ability to adapt quickly to the ever-changing needs of our market and customers. This means that you, too, should be ready to embrace change as circumstances evolve. If you're excited about a fast-paced, dynamic environment where strategy is set but flexibility to grow with the market remains, then hit the apply button.     We have a bold vision: to become the global standard for core software solutions in the insurance industry. Our aim is to achieve this by developing a truly cloud-native solution that can scale limitlessly—and we want you to be part of that journey.     Our values—Trust, Openness, Passion, Innovation, and Care—serve as our guiding compass. They shape how we work every day, our relationships with clients, and the way we collaborate as a team.  OPPORTUNITY Have you ever helped a stranger in need? If you have done this at least once in your lifetime you have to admit that the feeling is so satisfying! Guess what? Now you have the chance to help insurance businesses in need to succeed in their business-critical mission. YOUR RESPONSIBILITIES * Ensure smooth and timely tasks solution process on clients’ operational problems or change requests * Investigate reported issues incl. interaction with client to collect thorough description of the issue and steps for reproducing the problem * Frequently interact with client administrators and IT specialists and take an active part in the client tasks solution process * Provide follow-up on clients’ requests * Cooperate with FADATA implementation teams for timely execution of the whole support value chain * Collect requirements about change requests that have arisen as response to an operational problem * Collaborate with implementation team during the client onboarding period * Support insurance system business logic in an Oracle database using PL/SQL. * Propose workaround and optimizations in the software * Collaborate with product development team on proven bugs and coordinate the customer patch * Тest software functionalities on different environments and versions WHAT YOU BRING TO THE TABLE * You have strong analytical and problem-solving capabilities * You have very good communication skills and can address and communicate with different clients and stakeholders in a professional manner * You have a general understanding of project delivery methodologies and governance * You have a good discipline and self-organization and you’re able to work on your own initiative * You are detail-oriented and able to resolve issues and know when it’s time to escalate any problems * You are fluent in English and able to communicate professionally (speaking & writing) Any of the following skills would be considered an advantage: * You have previous experience as a Technical Consultant, Business Analyst, Developer, Quality Analyst or in a similar position and can understand business and technical requirements * You have experience using PL/SQL * You are familiar with Oracle products (DB, Weblogic) * Knowledge and/or prior experience with Java, Spring, BPM and Oracle ADF; Web services (REST,SOAP) and tooling for automation (POSTMAN, jMeter) * Knowledge of the insurance business * Developing insurance or financial applications WHY YOU SHOULD JOIN US * Become part of a fast-growing insurance software vendor with multinational teams across Europe – we actually have+15 nationalities in our company * Receive a competitive remuneration package together with great opportunities for personal and professional growth * A positive company culture built around people's wellbeing * No meetings time when we can focus on our main tasks * Work in a dynamic environment with an exceptional team that is always ready to help * A half-day off the second Friday of the month, so you focus on passion projects, boost your creativity or spend time with your loved ones If you are interested in this role, we will be glad to hear from you.