Spanish: Account Manager, Spanish Desk

You will provide trade and administrative support to retail, corporate, and institutional clients through phone, email, and WhatsApp. You will answer trading queries, assist with investigations, promote products through cross-selling, and onboard and retain high-value clients.

Responsibilities

• Provide trade and administrative support to retail, corporate, and institutional clients via phone, email, and WhatsApp
• Deliver client service aligned with company culture and values
• Maintain knowledge of financial instruments to support clients' trading needs
• Provide trading expertise on P&L and margin calculations, order types, charges, trade assistance, and investigations
• Respond to client queries and promote products and platforms through cross-selling
• Onboard and retain high-value clients
• Assist with high-severity cases and inquiries
• Act as an ambassador for the company vision, mission, and products

Requirements

• Native-level Spanish proficiency
• Professional-level English proficiency
• Portuguese proficiency is an advantage
• Experience with stock markets, ETFs, trading, or cryptocurrencies is an advantage
• Bachelor's degree in Finance or a related field
• Experience in customer-facing roles, retention, sales, or portfolio management
• Organizational and priority-management skills
• Time-management skills
• Ability to prioritize tasks independently
• Interpersonal and written and verbal communication skills