Customer Success Analyst
The Customer Success Analyst, reporting to the Head of Customer Success, is responsible for delivering high-quality support to a global client base across multiple channels, including email, phone, and live chat. This role focuses on resolving client trading and administrative queries efficiently while ensuring a positive customer experience. The analyst is expected to stay informed on financial market developments to provide timely and value-added support, maintain accurate client interaction records in CRM systems, and ensure full compliance with regulatory requirements and Treating Customers Fairly (TCF) principles. Prior experience in financial services, particularly within the CFD/FX or online trading space, is preferred.
Who We Are
Trade Nation is a global CFD and spread betting broker. We help traders make better decisions through clear market insights, transparent pricing and a fairer approach to trading.
Since 2014, we’ve grown into a market-leading, low-cost broker with our headquarters in London and offices across Europe, South Africa, Asia-Pacific, and key offshore regions including the Caribbean and Indian Ocean. Our platform is available in 14 languages, making it accessible to traders worldwide.
Built on transparency and trust, and driven by our people, our focus is simple: helping customers trade more effectively. We do that by keeping costs low, cutting unnecessary complexity and using technology to put traders first.
Our Commitment to Each Other
We have each other’s backs
There when we need each other most
We challenge each other
Be more creative, more curious, more bold
We thrive together
Taking our work to the next level
We form strong bonds
Through team building and social events
We don’t judge
Instead, we teach and are open to learning
We step up
Taking ownership and supporting each other to do the same
Responsibilities
- Help customers with their trading and administrative issues to full resolution in a pro-active manner to ensure customer experience remains positive.
- Be aware of financial market news and upcoming events to be anticipatory and informative with the customer base to deliver a higher-than-expected service.
- Update all records of client interactions in the CRM and associated systems throughout the day and to departmental standard.
- Ensure that you act with adherence to all Treating Customers Fairly (TCF) principles and relevant regulatory requirements.
Requirements
- Previous experience in the financial services sector or similar environment
- Knowledge or strong interest in CFD, FX, or online trading
- Experience working with a CFD broker or similar environment
- Strong customer service and problem-solving skills
- Ability to handle client queries across multiple channels (email, phone, live chat)
- Good understanding of financial markets and ability to stay updated on market news
- Attention to detail with accurate record-keeping in CRM systems
- Strong communication skills and ability to engage with a global client base