Client Success Specialist (Spanish)
At a glance
Mid-level Customer Success role at Axi. Philippines.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Support clients through tickets and live chat, handling questions and problems accurately across standard and premium segments
- Investigate basic trade matters, validate details, and escalate complex cases with complete information
- Spot recurring issues, share patterns with internal teams, and follow reporting routes that improve service
- Coordinate across departments to resolve root causes and deliver durable client solutions
- Manage escalations with clear updates, precise records, and resolution within agreed timeframes
What you bring
- At least one year of customer support experience, preferably in financial services or technical support
- Hands-on experience supporting customers through ticketing systems and live chat
- Written and spoken Spanish plus strong written and spoken English
- Strong investigation, problem-solving, detail, communication, and interpersonal skills
- Ability to manage competing requests independently and collaborate with cross-functional colleagues
Who this fits
This role suits a proactive customer-support professional who can own client problems, work carefully within approved procedures, and manage several priorities at once. Spanish and English are required, along with flexibility for night shifts and weekends. You also need the legal rights and documentation to work in the Philippines.
From the employer
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 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.
- Generous time off, including 20 days of annual leave per year (incremental leave up to 25 days) and paid sick leave.
- Team-building experiences and corporate parties.
Axi's interview journey
- Talent Acquisition Interview (45 minutes)
- Take Home Assessment (1 day)
- Hiring Team Interview (1 hour)
- Client Success Manager Interview (30 minutes)
We want to inform all prospective candidates that Axi's designated Employer of Records (EOR) in Philippines is Satellite Office. As part of our commitment to legal compliance, all Axi Philippines employees will be officially working under Satellite Office Philippines.
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.
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