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Customer Success Associate - Investment / Financials

Remote:

Full Remote

Contract:

Freelance

Experience:

Junior (1-2 years)

Work from:

Philippines

Offer summary

Qualifications:

Knowledge or interest in investing, Experience with customer support, Familiarity with financial statements, 1+ year in a similar role.

Key responsabilities:

Take ownership of customer feedback
Respond to complex customer queries

Simply Wall St Financial Services Startup https://simplywall.st/

11 - 50 Employees

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Job description

About us

Simply Wall St (https://simplywall.st) is a growing financial startup with customers all over the world. We transform the way everyday people around the world invest, by empowering them to understand complicated financial data and make better, non-emotional decisions.

Your Role

This is an opportunity for someone who has a keen interest in the share market to work for a well-funded Fintech startup with a global impact. We are growing fast and you can be part of this journey. Our customers are the core of everything we do, so amazing customer support is critical. In your role, you will solve complex customer problems, while upholding high customer satisfaction and leaving our customers delighted.

This is a REMOTE position, where you will have flexibility and autonomy to work from wherever you like.

What you'll do

Take full ownership of customer feedback and general inquiries.

Help drive positive change throughout the business by identifying and solving customer issues and proposing next-level process improvements.

Responding to complex customer queries via Zendesk or email. These can range from questions about our analysis model, issues with a user’s portfolio, bugs and issues on the website or mobile app, general questions around the platform, subscription plan inquiries, account settings, feature requests, and analysing common customer issues.

More about you

Have knowledge or interest in investing in the share market

Know how to read financial statements

Understand financial and/or investment terminologies.

Great communication skills.

Love to take challenges and help others.

Results-driven and problem-solver.

Ability to adapt to different situations

Flexible and willing to work on a shifting schedule/holidays/weekends

Experience with customer support and subscription-based software

Experience with payment tools like Stripe

1-year+ experience in a similar role is ideal