Transfers Customer Experience Specialist

The role

You will support clients with portfolio transfers through chat and email. You will guide them through the transfer process, coordinate with Transfer Operations, and give clear updates on pending cases.

What you will do

• Handle client enquiries about portfolio transfers via chat and email.
• Guide clients through the end-to-end transfer process and set clear expectations.
• Investigate and resolve transfer issues, ensuring accurate and timely execution.
• Coordinate with internal teams, especially Transfer Operations.
• Monitor pending cases, follow up where needed and update clients.
• Turn client feedback into concrete suggestions to improve processes, tools and client experience.
• Act as a trusted point of contact for transfer-related matters.

Required qualifications

• English proficiency at C1 or above, with strong written and verbal communication.
• Strong attention to detail and problem-solving skills.
• Customer-oriented approach focused on precision and accuracy.
• Good time-management and multitasking abilities.
• Proactive, people-oriented attitude; able to work independently and in a team.
• Willingness to learn and develop deep expertise in portfolio transfers.
• Adaptability to a rapidly changing environment.
• At least 1 year of experience in a customer support role, preferably in tech, fintech or performance-driven teams.

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.

Benefits

• Comprehensive training programme focused on portfolio transfers.
• Opportunities to upskill and grow, including progression within Transfers and other teams.
• Generous remuneration package.
• 25 days paid annual leave.
• Sports card.
• Private health insurance.
• One work-from-home day per week.

Before you apply

• Only candidates selected for interview will be contacted.

About the company

Trading212 is a mobile broker that says it serves over 6 million clients, with more than €50 billion in assets under management. Its stated mission is to enable everyone to build wealth.