Customer Success Associate

Company Description IsraTransfer, founded in 2008, is one of Israel’s most trusted experts in currency exchange and international money transfers. Licensed by the Israel Securities Authority (ISA), the company has supported thousands of clients in moving funds securely to Israel. IsraTransfer serves individuals and organizations purchasing property, making aliyah, or managing regular cross-border transfers. The company focuses on providing a safe, efficient, and transparent service at rates that are typically better than traditional banks. Applicants join a professional team dedicated to reliability, compliance, and high-quality client service.

Role Description The Customer Success Associate is a full-time, role based in Ramat Gan. In this position, the associate will support clients throughout the currency transfer process, ensuring clear communication, smooth onboarding, and timely updates on transaction status. Day-to-day responsibilities include responding to customer inquiries, resolving issues, guiding clients through procedures, and proactively monitoring accounts to promote satisfaction and retention. The role involves collaborating with internal teams such as operations and compliance to address client needs, documenting interactions in company systems, and identifying opportunities to improve the customer experience. The associate is expected to build strong, trusting relationships with clients and maintain a service-oriented, detail-focused approach in all interactions.

Qualifications

• Ability to manage Customer Engagement and Customer Satisfaction activities, fostering strong, long-term client relationships.
• Demonstrated experience in Customer Support, including handling inquiries, troubleshooting issues, and providing clear guidance.
• Skills in Customer Retention, with a focus on proactive follow-up, relationship management, and addressing concerns before they escalate.
• Excellent verbal and written communication skills in English and Hebrew, French proficiency is an advantage.
• High attention to detail, reliability, and comfort working with financial information and compliance procedures.
• Ability to work both independently and collaboratively in a hybrid environment, managing time and priorities effectively.
• Previous experience in customer success, financial services, or international transfers is preferred.