Client Support
Trade View
via tradeview.zohorecruit.com
- Location
- Melbourne, VIC
- Type
- Full-time
About the role
At Trade View we combine systematic trading with the latest advances in AI, giving traders tools to build, test and manage smarter strategies. We’re looking for someone who thrives in a fast-paced environment and wants to play a key role in client success.
The Role
You’ll be the first point of contact for our clients — resolving support issues, guiding them on our platform, and helping them get the most out of their trading journey. This role is hands-on and proactive, with a strong focus on building relationships, solving problems, and identifying opportunities to add value.
What You’ll Do
- Support and guide clients using Trade View X.
- Resolve tickets and client queries quickly and professionally.
- Keep clients engaged with regular calls and check-ins.
- Maintain detailed CRM notes and follow-ups.
- Identify opportunities to upsell and refer to the sales team.
- Contribute to content and community (videos, profiles, events).
Requirements
What We’re Looking For
- Calm, patient and professional approach.
- Excellent communication skills.
- Proactive, adaptable and commercially aware.
- Self-motivated with high execution standards.
- Previous customer service experience is valued — training provided.
Benefits
Why Trade View?
You’ll join a team at the forefront of trading and AI, working directly with clients while learning in one of the most exciting industries. If you’re serious about client success and hungry to grow, we want to hear from you.
via tradeview.zohorecruit.com
