Portfolio Manager

1 day ago


General Santos, Soccsksargen, Philippines beBeeCustomer Full time $800 - $1,300
Job Title: Customer Success Associate

We are seeking a motivated and customer-focused individual to join our organization as a Customer Success Associate. This role is ideal for someone who has a keen interest in the share market and wants to work with a Fintech startup having a global impact.

Key Responsibilities:

  • 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 email or support tickets. 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 analyzing common customer issues.

Requirements:

  • 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.

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