Account Manager - Customer Service (Mexico)

Company Description

Trade W is a leading multi-asset trading platform with over seven years of industry experience, dedicated in providing global users with secure, convenient, and efficient trading solutions.

As of now, over 5 million active users have easily accessed a wide range of CFD trading services, including forex, cryptocurrency, stocks, indices, metals, and commodities, via the Trade W app and website.

Role Description

This is a full-time remote role for an Account Manager - Customer Service (Mexico).

The Account Manager will be responsible for managing customer accounts, addressing client inquiries, resolving issues, and ensuring customer satisfaction.

They will provide timely and effective support to customers, maintain strong client relationships, and collaborate with other teams to improve service delivery.

Additionally, the Account Manager will assist in onboarding new clients and contribute to the development of customer service strategies.

Job Description

• Make outbound calls or send messages to assigned customers to build strong, positive relationships.
• Achieve sales targets and objectives within the specified timeframe.
• Develop and maintain relationships with both new and existing clients.
• Present, promote, and sell services effectively using persuasive arguments to prospective customers.
• Acquire comprehensive job knowledge, respond promptly and accurately to customer demands, and resolve user issues quickly and efficiently to enhance customer retention and satisfaction.
• Assist in resolving customer issues, providing real-time technical support for initial troubleshooting.
• Proactively identify, summarize, and verify potential issues from client feedback; escalate to relevant departments or propose actionable suggestions to support business improvement.
• Stay updated on product knowledge, market trends, and competitors.
• Provide regular reports on sales activities, opportunities, and results.
• Handle community group or social media
• Complete tasks assigned by supervisors.

Qualifications

Fluency in English and Spanish, Proficiency in Chinese is an advantage.

Customer Service, Client Relationship Management, and Conflict Resolution skills

Communication skills, both written and verbal

Problem-solving and Analytical skills

Time Management and Organizational skills

Ability to work independently and remotely

Experience in the financial services industry is a plus

Bachelor's degree in Business, Finance, or a related field

Candidate must have their own device for work.

Salary and Benefits

Fully remote work environment

Performance-based commission

Extensive career development opportunities