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.

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

Healthcare support
Internet Work from Home Allowance
Flu Shot
Money to invest in the stock market
Quarterly remote events and yearly in-person event
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.

Customer Success Associate – Investment, Financials

Key skills