TradeZellaHire With Rapha

Customer Service Associate

Remotefull-time

Benefits

Desk setupLearning stipendGym stipendPTORemote work

About company

TradeZella is an all in one trading tool empowering traders to reach peak performance with the power of data.

Beyond our core journaling product, we also offer backtesting, analytics, trade replay, education, and more to provide traders with all the resources they need to achieve their trading goals. 

About the role

We're on the lookout for a rockstar Customer Service Associate to vibe with our passionate team. If you've got a knack for trading, a commitment to customer support that sparkles, and a hunger for startup energy, we want you!

Let's build something extraordinary together. Join us in reshaping the trading game! ✨

Responsibilities:

Customer Support:

  • Provide prompt and efficient assistance to customers via various communication channels, including chat, email, and phone.
  • Address customer inquiries, concerns, and issues related to trading on the TradeZella platform.
  • Guide users through the platform features, trading processes, and account management.

Trading Knowledge:

  • Leverage your prior trading experience to offer insights and guidance to customers (stocks, options, crypto, futures, forex etc).
  • Stay updated on market trends, financial news, and changes in trading regulations.
  • Conduct training sessions or webinars to educate users on effective trading strategies.

Problem Resolution:

  • Investigate and resolve customer issues by collaborating with internal teams.
  • Escalate complex problems to higher-level support or management as needed.
  • Proactively identify trends in customer queries and recommend improvements to enhance user experience.

Documentation:

  • Maintain accurate records of customer interactions and transactions.
  • Collaborate with the team to update and create knowledge base articles for self-help resources.

Feedback and Improvement:

  • Gather customer feedback and communicate insights to relevant teams for continuous improvement.
  • Contribute to the development of FAQs, guides, and other customer resources.


Qualifications:

Prior Trading Experience: Demonstrated experience in financial markets, preferably with hands-on trading experience.

Customer Service Skills: Excellent communication and interpersonal skills with a customer-centric approach.

Analytical Skills: Ability to analyze and understand complex trading scenarios to assist customers effectively.

Problem-Solving: Strong problem-solving skills with the ability to think on your feet.

Tech-Savvy: Comfortable navigating and explaining online trading platforms.

Team Player: Collaborative mindset with the ability to work effectively within a team.


Experience:

Prior experience in customer service or support, especially in a trading or financial environment.