Evaluating bids

Customer Support & Onboarding Specialist for Forex Trading Company

Published on the August 18, 2024 in Admin Support

About this project

Open

Position: Customer Support & Onboarding Specialist for Forex Trading Company
Company: Blue Edge Financial
Location: Remote
Employment Type: Full-Time (40 hours per week)
Industry: AI Trading Software for Forex & Futures Markets

Role Overview:

Blue Edge Financial, a leading AI trading software company, is seeking an enthusiastic and personable Onboarding & Customer Support Specialist. As the first point of contact for our new customers, you will play a critical role in setting the tone for our clients’ success journey. Your mission will be to ensure that every new customer feels welcomed, informed, and supported as they begin their trading journey with us. This role is remote, offering flexibility and the opportunity to work with a cutting-edge company that is revolutionizing the trading industry.

Company website: www.blueedgefinancial.com

Responsibilities:
Customer Onboarding: Welcome new customers via Zoom, set clear expectations, and guide them through the initial stages of using our AI trading software.
Customer Support: Respond promptly to customer inquiries via tickets and live chat on our website, providing exceptional support and solutions.
Relationship Building: Establish strong, positive relationships with customers by being friendly, approachable, and understanding their needs.
Product Guidance: Provide customers with the necessary resources and direction to make the most out of our software, ensuring they have an amazing first experience.
Issue Resolution: Troubleshoot any issues that arise during the onboarding process or as customers interact with our platform, ensuring quick and effective resolution.
Continuous Improvement: Gather feedback from customers and work with the team to continuously improve the onboarding and support processes.


Qualifications
Experience: Minimum of 2 years in a customer service or onboarding role, preferably in a tech or finance-related industry.
Communication: Fluent in English with excellent verbal and written communication skills, and little to no accent.
Personality: Extremely friendly, with a pleasing personality and a genuine love for helping people.
Presentation: Well put together and comfortable speaking face-to-face with customers via Zoom.
Knowledge: Familiarity with trading, prop firms, or the finance industry is a plus.
Technical Skills: Comfortable using customer support software and tools, and able to quickly learn new systems.
Remote Work: Ability to work independently and efficiently in a remote environment.
Benefits
Flexible Work Environment: Enjoy the freedom of working remotely from anywhere.
Competitive Salary: We offer a competitive salary that reflects your experience and expertise.
Growth Opportunities: Be part of a growing company with opportunities for career advancement.
Training & Development: Access to ongoing training and professional development resources to enhance your skills.
Collaborative Culture: Work within a supportive and dynamic team that values innovation and customer success.
Free Access to Products: Use our world class products to make additional income

This job description is not all-inclusive and certain activities, duties or responsibilities may be required of the employee as needed.

if you are interested, please submit the following as an application...

Record a 3 minute video using something like Loom that shows your face.

In the video, please answer these three questions:

1. What is your previous work experience as it relates to this job? Do you have any Forex, day-trading, or expert advisor experience?

2. Why do you believe you would do a good job or would be a good candidate over others?

3. What would you like to be paid hourly for this job and what hours would you be able to work?

Thank you!

Category Admin Support
Subcategory Customer Support
Time required More than 20 hours
Is this a project or a position? Project
Required availability As needed

Delivery term: Not specified

Skills needed