Customer Success Associate - Investment / Financials

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Hiring Remotely in Manila, First District NCR, National Capital Region
Remote
Fintech • Financial Services
The Role

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
  • 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
Am I A Good Fit?
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The Company
Surry Hills, New South Wales
49 Employees
On-site Workplace
Year Founded: 2014

What We Do

Find out more about our team: https://simplywallst.atlassian.net/wiki/spaces/SWSP/overview?homepageId=752943602 Our mission is to democratise investing for the everyday investor by providing complex financial data in a simplified format at an affordable price. Previously, this level of data was out of reach from both the price perspective and investing literacy ability. It is our mission to empower investors to make informed decisions, just like Warren Buffet.

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