Customer Experience Agent
New
O
OANDAFinTech trading
Source API remote eligibility restrictions: United StatesContract
Salary not disclosed
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Job Details
- Languages
- Fluent English. Native or fluent proficiency in at least one of the following languages: Spanish, French, Portuguese.
- Required Skills
- SalesforceZendeskCustomer support
Requirements
- Have previous experience in client-facing roles.
- Be fluent in English.
- Have native or fluent proficiency in at least one of Spanish, French, or Portuguese.
- Have active business registration or be willing to establish one to operate as an independent contractor in the country of residence.
- Be willing to learn about changes to products and services.
- Experience with customer-support infrastructure and ticketing platforms such as Salesforce or Zendesk is an advantage.
- Prior exposure to trading, financial markets, or trading-related client inquiries is an advantage.
- Be available for rotational weekend and holiday coverage.
Responsibilities
- Inform clients about OANDA products and explain how to use them through live chat, phone, email, and digital platforms.
- Troubleshoot and resolve technical or procedural queries about platform access, trading tools, and account processes.
- Maintain working knowledge of the products and services offered by OANDA.
- Manage and resolve standard cases using CRM tools such as Salesforce.
- Document cases accurately in ticketing systems to maintain a clear audit trail.
- Follow operational workflows and regulatory standards to support compliance and risk mitigation.
- Participate in operational briefings, training, and knowledge-transfer sessions.
- Support positive client relations and timely processing of account openings and funding requests.
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