Xapo Bank
Customer Success Advisor - LATAM (Remote - Work from Anywhere)
Job Summary
This role involves providing customer support to members globally, including responding to queries, monitoring accounts, and assisting with onboarding processes. The position requires strong communication skills, experience in customer service—preferably in remote and fintech environments—and fluency in English, with additional languages as a plus. Candidates should have access to a dedicated workspace and reliable internet, and be aligned with the company's values and device security policies. The role offers the opportunity to work remotely from anywhere while making a global impact.
Required Skills
Benefits
Job Description
Work from anywhere, impact everywhere
Diversity is at the heart of who we are at Xapo Bank. We’re a fully distributed team of over 180 Xapiens that work remotely from 40+ countries around the world.
Our beginning: A world that enjoys economic freedom and wealth protection, no matter where you live or who is running your country.
To achieve that, we search the world for the best people for the job. We work hard, think globally, and inspire each other to learn and grow. We are committed to changing the way things are done.
Risk is inherent in all of our business activities and managing risk well is the responsibility of every Xapien. Sound risk management enables us to serve our customers and deliver value for our shareholders, and helps make Xapo a great place to work.
Although we are headquartered in Gibraltar, this is a full time, 100% remote position
Work from anywhere!
Position overview
As a Customer Success Advisor, you will be supporting members globally. English fluency is, therefore, required, and additional language(s) is(are) a plus. Our business is growing fast, and we want to make sure we can keep providing the best quality service to our members. We’re known for our fast response, positive attitude, and a real desire to find the best working solutions for the people who chose to use Xapo’s products and services. We aim to provide top-notch service, so we will be expecting you to be quick on your feet, proactive, and an absolute team player.
PLEASE NOTE: This remote role requires candidates to be based in North or Central America (LATAM region) to help cover existing shift gaps and ensure time zone alignment.
Responsibilities - Customer facing
- Responding to members’ queries regarding our products and services.
- Monitoring of member accounts, including debit card transactions, fiat and bitcoin transfers, etc.
- Addressing members in a professional, respectful and friendly manner.
- Taking ownership of members' issues, following up on outstanding requests, and escalating issues when necessary.
- Onboarding of prospective members - assisting them from applying for membership until they are fully onboarded
- Conducting Zoom calls to assist prospective members with the onboarding process
- Educating prospective members queries regarding our products and services, and conducting Zoom calls when necessary.
Responsibilities - Backend
- Monitoring of queues in Kustomer to check for prospective members stuck in onboarding process and reaching out to them if necessary
- Maintaining of dashboard to provide statistical data
Requirements
- Solid previous experience in customer services, ideally in a remote environment, handling queries via live chat, and email.
- Proficient level of English and, ideally, another additional language (i.e., Portuguese, Spanish, German, or French).
- Ideally, have previous experience working in the fintech/ banking industry.
- Experience with CRMs, Jira, Confluence and Slack is nice to have.
- Knowledge of the cryptocurrency environment is a big plus.
Other requirements
- A dedicated workspace.
- A reliable internet connection with the fastest speed possible in your area.
- Devices and other essential equipment that meet minimal technical specifications.
- Alignment with Our Values and the Xapo Values-Driven Leadership principles.
Why work for Xapo?
IMPACT GLOBALLY, WORK REMOTELY.
- Shape the Future: Improve lives through cutting-edge technology, work 100% remotely from anywhere in the world.
- Great work-life balance: Build amazing things with a balance of autonomy and collaborative teamwork. Set your own work schedule and make use of a flexible PTO plan when you need to recharge.
- Expect Excellence: Collaborate, learn, and grow with a high-performance team. Learn how you learn best - from books to conferences, you’ll get a yearly budget for your individual learning and development goals.
At Xapo, we prioritize consumer protection and adhere to regulatory requirements by ensuring that all Xapiens are accountable for upholding principles of fair treatment, transparency, and ethical conduct in their interactions with customers and stakeholders.
Xapo Device Policy
Consultants joining Xapo Bank must comply with the Xapo Device Policy, which governs the use of corporate-approved laptops under Corporate-Owned, Personally Purchased Device (reimbursed up to $1,500) or Corporate-Owned, Personally Enabled Device (personal device with enforced security controls).
All devices must meet security requirements, enroll in Xapo’s Mobile Device Management (MDM), and adhere to compliance rules. COPPD devices remain Xapo property with buyback options upon exit. COPED users agree to data control measures, including mandatory corporate data wipes.
Compliance with the Xapo Device Policy is mandatory for all consultants, onboarding will not proceed without adherence to the policy.
Xapo Bank
A digital bank offering secure banking services with a focus on cryptocurrency integration, such as Bitcoin storage and transactions.
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