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Customer Success Advisor (Remote - Work from Anywhere) at Xapo Bank

Xapo Bank

location_onEuropecircleMid LevelscheduleFull timecalendar_month>30 days ago

Job Description

Support Xapo Bank members globally as a Customer Success Advisor, providing high-quality service and onboarding in a fully remote, EU or South Africa-based role.

business_center Key Responsibilities

  • task_alt Responding to members’ queries regarding products and services
  • task_alt Monitoring member accounts, including debit card transactions, fiat and bitcoin transfers
  • task_alt Addressing members in a professional, respectful and friendly manner
  • task_alt Taking ownership of members' issues, following up on outstanding requests, and escalating issues when necessary
  • task_alt Onboarding prospective members and assisting them from application to full onboarding
  • task_alt Conducting Zoom calls to assist prospective members with the onboarding process
  • task_alt Educating prospective members about products and services, including via Zoom calls
  • task_alt Monitoring queues in Kustomer to check for prospective members stuck in onboarding and reaching out if necessary
  • task_alt Maintaining dashboard to provide statistical data

assignment Requirements

  • Solid previous experience in customer services, ideally in a remote environment, handling queries via live chat and email
  • Proficient level of English and ideally another language (Portuguese, Spanish, German, or French)
  • Ideally, previous experience working in the fintech or banking industry
  • Experience with CRMs, Jira, Confluence, and Slack is nice to have
  • Knowledge of the cryptocurrency environment is a big plus
  • A dedicated workspace
  • A reliable internet connection with the fastest speed possible in your area
  • Devices and other essential equipment that meet minimal technical specifications
  • Alignment with Xapo Values and Values-Driven Leadership principles

favorite Benefits & Perks

task_alt Work 100% remotely from anywhere in the world
task_alt Great work-life balance with autonomy and collaborative teamwork
task_alt Flexible PTO plan
task_alt Yearly budget for individual learning and development goals
task_alt Compliance with Xapo Device Policy, including reimbursement up to $1,500 for corporate-approved laptops
task_alt Opportunity to collaborate, learn, and grow with a high-performance team

construction Skillset

CRMs Jira Confluence Slack Kustomer Zoom
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domain About Xapo Bank

Xapo Bank
Headquarters: Gibraltar, Gibraltar

Xapo Bank is a fully licensed digital private bank headquartered in Gibraltar, specialising in secure Bitcoin and fiat currency services. Established in 2013, it provides current accounts, global payments, and unique access to Bitcoin-backed interest accounts, combining traditional banking stability with fintech innovation. Xapo Bank serves a worldwide clientele and is recognised for its cutting-edge security measures and robust compliance standards. Its services are offered exclusively through digital platforms, enabling seamless remote account management for individuals and organisations around the globe.
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