Customer Request Handling
- Act as the first point of contact for B2PRIME clients via live chat and email
- Respond to inquiries on account opening, KYC (Know Your Client) verification, deposits, withdrawals, trading conditions, and platform usage
- Work alongside our AI support stack: take over conversations escalated by the AI agent and use AI Copilot to resolve inquiries efficiently
Issue Resolution & Escalation
- Perform first-line diagnosis of technical issues across our trading platforms and client portal, e.g. login/SSO failures, connectivity, order and pricing questions
- Verify client account status in the back office (verification level, withdrawal permissions, 2FA, transaction status) before escalating
- Escalate payment/billing cases, platform-level technical issues, and compliance-sensitive cases to the appropriate internal teams with complete, well-documented context
- Follow up on escalated cases until resolution and keep clients informed throughout
Documentation & Data Quality
- Log all requests in the ticketing system with correct classification, tags, and conversation attributes
- Maintain accurate interaction records to support reporting and service analytics
Client Communication
- Send service notifications (e.g., scheduled maintenance announcements) and outbound client communications when required
- Collect client feedback and flag recurring issues, feature requests, and Help Center content gaps
Service Standards Compliance
- Work in accordance with established SLAs (Service Level Agreements) and quality standards
- Maintain a high level of customer orientation and professionalism