Brokerage Analyst
7 days ago
BPO Hiring Requirements: Brokerage & Crypto Support Specialist
Position Overview
Specialized customer service role supporting retail investors in German and European capital markets with queries related to brokerage transactions (stocks, ETFs, derivatives) and crypto trading.
Mandatory Experience Requirements
Domain Experience (Ideally at least 1 year)
Capital Markets Customer Support: Direct experience handling customer queries related to:
Stocks and ETFs
Derivatives
Crypto trading
Order execution (market/limit/stop orders, spreads)
Market Infrastructure Knowledge: Demonstrable understanding of:
German and European trading venues (e.g. Lang & Schwarz Exchange, Bankhaus Scheich for crypto)
Order execution types
Instrument availability and trading status
Crypto Market Knowledge:
Familiarity with major crypto assets (BTC, ETH, SOL, etc.)
Crypto pricing and spread mechanics
Technical Competencies
Trading Operations & Execution:
Order lifecycle management (placement, execution, cancellation, rejections)
Understanding bid/ask spreads, slippage, and liquidity concepts
Familiarity with derivatives
Required Skills & Qualifications
Numerical Proficiency:
Strong comfort with calculations
Ability to explain complex financial scenarios in a simple way
Language Requirements:
English: Fluent (C1 level minimum)
Clear written and verbal communication: ability to explain trading processes
Specific Industry Background (Preferred)
Ideal Candidates Will Have Worked For:
European retail brokers or online trading platforms
Banks with securities/crypto brokerage services
Crypto exchanges or market makers
BPO/Shared service centers supporting financial institutions
Key Responsibilities Preview
The selected candidates will handle:
Responding to customer queries on order execution, product availability, and market events
Investigating failed or delayed executions and providing transparent explanations
Supporting customers with questions related to trading, spreads, and settlement
Screening Criteria
Must-Have Filters:
Minimum 1 year in financial services customer support
Hands-on experience with securities/crypto transactions
Strong numerical and analytical skills
Case study: Explain order types and the reasons why a limit or stop order are not executed
Pass the brokerage hiring test
Red Flags (Automatic Disqualification):
No experience with capital markets instruments
Purely generic customer service background
Inability to explain basic concepts (bid/ask spread, limit vs. market order)
Interview Assessment Areas
Technical Round: Trading/crypto scenarios, order execution logic
Process Round: Handling order discrepancies
Customer Handling: Explaining complex financial topics clearly
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