
Portfolio Manager
1 day ago
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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