Client Success Specialist (Spanish)

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 do at Axi!

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

Your EDGE assignment/You will:

• 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.

Professional Accountability

• Demonstrate professional conduct, ownership, initiative, and reliability, maintaining pro-active communication and cross-team collaboration with colleagues and stakeholders.

• Uphold performance standards, ensuring all assigned tasks are completed accurately, and aligned with business priorities.

Are you the one?

• Proven experience in a customer service role, preferably within the financial services industry.

• Excellent communication and interpersonal skills with the ability to empathize with clients.

• Fluent Level of Spanish and proficient knowledge of the English language both verbal and written.

• Fluent Portuguese will be considered as a great advantage.

• Affinity and interest in the financial markets.

• General computer literacy (knowledge of operating systems and office package).

• Strong problem-solving abilities and a keen attention to detail.

• Ability to work well in a team environment and collaborate effectively with colleagues and other departments.

• Proficiency in using CRM and Service desk systems, preferably Zendesk and Salesforce.

• Ability to multitask and prioritize workload in a fast-paced environment.

• General awareness of global happenings and updated on news and trends.

• Commitment to continuous learning and professional development.

• Self-driven and proactive Mindset, not afraid of taking on challenges or responsibilities.

• Comfortable working on hybrid work mode.

• This role entails the need for the candidate to be able to work on rotating daytime shifts.

Axi's bag of delights

• Competitive and attractive compensation.

• Extensive learning opportunities, such as professional training and certifications and soft skills development.

• 21 annual leave days per year, 5 paid study leave days per year, and 1 paid volunteer day per year.

• Health Insurance.

• Hybrid work mode for greater flexibility

Axi's interview journey

• Talent Acquisition Interview (45 minutes)

• Take Home Assessment (1 hour)

• Hiring Manager Interview (1 hour)

• Head of Department Interview (30 minutes)

Please note that our organization works with recruitment agencies on a pre-approved basis only. A recruitment agency that wishes to submit candidate profiles or resumes for consideration must obtain prior written consent from our talent acquisition team. We do not accept unsolicited resumes from recruitment agencies, and we will not be responsible for any fees related to unsolicited resumes. Should we receive an unsolicited resume from a recruitment agency that does not have prior written consent, we will not be responsible for the payment any fees related to the recruitment of the candidate represented in the unsolicited resume.

At Axi, we prioritise creating a workplace that upholds fairness and respect for all. We encourage every individual within our community to contribute towards a culture where everyone feels a sense of belonging and is treated with the dignity they deserve. We make all employment-related decisions—whether in hiring, compensation, training, performance reviews, or termination—based on merit and without bias, ensuring equal opportunities for everyone. We consciously work to identify and overcome any unconscious biases, with a commitment to fostering an inclusive environment where every employee and candidate feels genuinely welcomed and valued.