Customer Success Specialist

You will support customers throughout onboarding and ongoing use of the platform, answer questions, and deliver a seamless experience. You will complete banking, share-transfer, customer-verification, transaction-monitoring, and regulatory activities. You will collaborate with internal teams and partners, share customer insights, and identify process improvements.

Responsibilities

• Provide exceptional customer support and answer customer questions
• Champion the onboarding of new customers
• Complete banking activities and share transfers from other brokers
• Complete customer verification activities, including CDD, KYC, delayed verification, and foreign passport checks
• Support transaction monitoring and other regulatory activities
• Collaborate with internal teams to deliver customer outcomes
• Capture and share customer feedback, trends, and findings
• Identify opportunities to simplify and improve processes
• Build relationships with internal teams and third-party partners

Requirements

• Experience in financial services, operations, or retail investing, or an ability to quickly learn about the investment industry
• Customer support skills for people with varying financial and technical knowledge
• Written and verbal communication
• Problem-solving
• Data and spreadsheet skills
• Attention to detail
• Relationship-building
• Adaptability
• Process improvement

Benefits

• Hybrid 3+2 working model
• Comprehensive health insurance
• Life insurance
• Additional annual leave after 12 months