Client Success & Trading Support Executive

We’re looking for a highly dependable Client Success & Support Executive who thrives in a fast-paced, high-performance environment. You’ll act as the first point of contact for our customers, ensuring they’re supported from onboarding to payout.

You'll assist in customer onboarding, handle support queries, send trading systems (EAs), answer questions, and help keep internal operations running smoothly.

What You’ll Be Doing

Responding to client questions via email, Telegram, and internal CRM (GoHighLevel)

Sending clients the correct EA files and setup instructions

Jumping on onboarding calls to walk customers through setup (Zoom)

Troubleshooting common issues (e.g. VPS, MT4/MT5 install)

Coordinating with the tech/dev team if anything breaks

Proactively checking in with clients and escalating where needed

Managing admin tasks (CRM updates, tracking payouts, flagging issues)

Supporting the leadership team with light operations (reminders, task follow-ups, tracking account statuses)

???? What We're Looking For

Excellent written & verbal communication skills

Strong attention to detail and reliability

Experience using MetaTrader 4 or 5 (preferred but not essential)

Some familiarity with trading, prop firms, or automation tools (ideal)

Confidence jumping on Zoom calls and managing client relationships

Tech-savvy and comfortable learning new tools quickly

Calm under pressure — you can handle demanding clients professionally

Positive, can-do attitude with a desire to grow as we scale

? Bonus Points For:

Experience in a trading, brokerage, fintech or SaaS support role

Familiarity with CRM tools like GoHighLevel, Slack, Notion, Calendly

Comfortable creating or editing Loom videos, PDFs, and tutorials