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Transfers Customer Experience Specialist

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Trading212

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Location:
Bulgaria , Sofia

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Category:
Customer Service

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

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. Today, we serve over 5 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. 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.

Job Responsibility:

  • 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:

  • 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

Additional Information:

Job Posted:
February 21, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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