We are Quadcode, a fintech company excelling in financial brokerage activities and delivering advanced financial products to our general clientele. Our flagship product, an internal trading platform, is offered as a Software-as-a-Service (SaaS) solution to other brokers.
Tasks:
- Conduct welcome calls to newly registered clients and introduce them to the platform
- Guide clients through key platform features, helping them take meaningful first steps toward activation
- Drive client conversion by proactively engaging users and moving them toward becoming active on the platform
- Inform clients about platform updates, new features, or important changes
- Address initial client questions and provide clear, helpful guidance
- Maintain accurate records of client interactions and follow-up actions
- Collaborate with internal teams to share client feedback and improve the onboarding experience
Requirements:
- Fluent in English and Spanish — both written and spoken
- Strong communication and interpersonal skills, with confidence in phone-based client interactions
- Customer-oriented mindset with the ability to build rapport quickly
- Prior experience in a conversion, retention, or client success role
- Background in fintech, trading platforms, or digital products
- Familiarity with CRM tools and client outreach workflows
We offer:
- Full-time remote work model (Service Provider or External vendor contract).
- Competitive remuneration.
- Performance-based bonuses.
- Training and development opportunities.
- Friendly, enjoyable, and positive environment.
With a team of 500+ creative and tech-driven people across the globe, Quadcode is the place where ideas turn into impact, where every project is a chance to grow, innovate, and make your mark.
Join us today, and let's shape the future of fintech together#LI-NK1