About this role

Deliver service and support to clients through Live Chat, email and phone, providing support by identifying problems and offering solutions when needed.
Focus on communicating with clients via outgoing phone calls for account verification and funding processes.
Maintain relationships with higher-value clients as needed to ensure smooth business continuation.
Collect feedback from clients and communicate with management to implement necessary changes.
Ensure client records are kept up to date and all communication is recorded.
Follow up on any leads provided by the department head.

Fluent in English and Portuguese, with excellent written and verbal communication skills.
Proven experience in providing customer service and support via chat, email, and phone.
Strong problem-solving and analytical skills to address customer issues.
Ability to manage multiple tasks and prioritize effectively.
Experience with customer support software and CRM systems.
Detail-oriented with strong organizational and record-keeping abilities.
Ability to build and maintain client relationships.
Experience in financial services or online trading.

Customer Retention Specialist

Key skills