Customer Success Associate - Investment / Financials

OUR MISSION

At Simply Wall St, we help people become confident, long-term investors. The stock market offers an exceptional opportunity for building wealth, but it’s easy to fail. While many chase quick wins, we believe in thinking long-term and investing like a business shareholder. Our product gives individual investors the capabilities to build a portfolio, previously only available to professionals.

WHY JOIN?

• Help us empower individuals by giving them a new way to invest in stocks;

• Work at a profitable, global, B2C SaaS startup;

• Operating at scale with 6.5 million users across 180 countries;

• Small team and flexible working environment;

• Work with a product customers love: 4.5* Trustpilot Reviews;

• Strong employee retention with 70% of the team with us for >2 years.

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

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 role is offered on an independent contractor basis, not as an employee position. You will operate as a self-employed contractor, responsible for your own taxes, insurance, and statutory obligations in your country of residence. This engagement does not create an employment, partnership, or agency relationship, and contractor benefits and entitlements may differ from those available to employees. Benefits and perks listed above apply primarily to employees; contractor arrangements may differ depending on location and engagement terms.

RESPONSIBILITIES

• Responding to complex customer queries via email or video call. 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.

• Help drive positive change throughout the business by identifying and solving customer issues.

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

• Has the desire to explore more about investing

• Enjoy autonomy and the freedom to achieve your work goals on your terms

• Like being part of a small team where you will have a direct impact on our customers and product

WHAT WE OFFER

• Healthcare support

• Internet Work from Home Allowance

• Flu Shot

• Money to invest in the stock market

• Quarterly remote events and yearly in-person event

PERKS

• Flexible Remote Working: Work where you are most productive;

• Simply Stop: Time is one of the most valuable commodities, so we stop working early on Fridays;

• Share Club: We provide a subscription to SWS, cash for you to invest & regular sessions to discuss stocks and investment ideas;

• Parental Leave Policy: With a supportive return to work option;

• Learning & Development Fund: We invest in your growth;

• Team Events & Hackathons: An opportunity for everyone to come together and push what is possible.