Client Success Specialist positions focus on delivering results in their domain. This page aggregates open Client Success Specialist roles and what employers typically expect.
Please note that we will only be able to accept candidates who have the appropriate rights and documentation for employment in Philippines. Who We Are. Axi is a leading global provider of margin and deliverable Foreign Exchange, Contracts for Difference (CFDs), and Financial Spread betting. Our business has evolved into a world-class, multifaceted brokerage with offices in six regions. With heavy investment in the latest trading technology, Axi seeks to offer the most comprehensive end-to-end trading experience available, servicing traders of all levels from beginners to institutional-level clients. Let's talk about the cool stuff you will do at Axi! As a Client Success Specialist, you will play a pivotal role in delivering exceptional customer service and ensuring client satisfaction. You will serve as a key point of contact for our valued clients, providing them with expert guidance, resolving issues, and building strong relationships. Your EDGE Assignment/You Will The role represents Axi within the Client Success function, contributing to positive client outcomes, retention, and long-term value through tailored support, practical insights, and solution-focused guidance that strengthens Axi’s global brand. Deliver high-quality, multi-channel support to clients, ensuring timely, accurate, and professional handling of enquiries and issues. Tailor support in line with defined client segments (standard/premium traders & partners). Support client retention by providing accurate guidance and practical insights within role scope and approved processes. Identify, assess and share relevant trends/observations with internal teams, following established escalation and reporting procedures for recurring issues to support service improvements and influence Product/IT roadmaps. Collaborate with internal stakeholders across departments, resolving client issues effectively to support operational and market expansion. Apply a solution-oriented approach by identifying root causes and contributing to sustainable resolutions, not solely immediate fixes. Adhere strictly to CX Charter, internal policies, procedures, quality standards, and regulatory requirements in all client interactions and case handling. Handle escalations professionally, ensuring clear communication, accurate documentation, and resolution within agreed timeframes. Conduct layer-1 trade investigations and validations with accuracy, and in accordance with approved processes. Escalate complex matters to senior managers or relevant stakeholders with complete and timely information. Undertake any additional responsibilities as assigned to support Axi’s broader business objectives. Are you the one? 1–2+ years of customer support experience, ideally within financial services such as trading, banking, insurance, or payments, and/or in a technical support environment. Strong experience providing customer support through ticketing and live chat channels. Spanish and/or French language proficiency, both written and spoken. Strong English communication skills, both written and spoken. Excellent communication and interpersonal skills, with the ability to understand customer needs and deliver a high-quality support experience. Strong problem-solving skills and attention to detail, with the ability to investigate and resolve customer issues effectively. Able to collaborate effectively with colleagues and cross-functional teams. Comfortable managing multiple customer requests and priorities in a fast-paced environment. Self-driven and proactive, with a willingness to take ownership and handle challenges independently. Flexibility to work night shifts and weekends is essential, as this role is specifically required to provide support during these hours. Axi's bag of delights Competitive and attractive compensation. Extensive learning opportunities, such as professional training & certifications and soft skills development. Health and life insurance for employees along with 2 dependents. Gene…