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Role Description

This role involves ensuring client success and driving company growth by engaging with clients and helping them navigate our platform.

• Provide prompt and effective support to customers through email and support chat.
• Maintain a deep understanding of company products and services to assist customers effectively.
• Work closely with other departments (Sales, Product, and Engineering) to address customer concerns.
• Troubleshoot and resolve customer issues with empathy and professionalism.
• Identify complex issues and escalate them to the appropriate department while keeping the customer informed.
• Gather customer feedback and provide insights to improve products and services.

Qualifications

• Bachelor’s or Master’s degree in Finance, Applied Statistics & Analytics, Economics, or a related field from a reputable institution (minimum GPA of 8.0/10 or equivalent).
• 3-8 years of experience in customer support, client services, or a similar role within financial services or financial technology.
• Experience working with hedge funds, asset managers, or institutional clients is highly preferred.
• Strong problem-solving and troubleshooting abilities to diagnose and resolve complex client issues efficiently.
• Familiarity with financial markets, investment analytics, and risk management tools is a strong advantage.
• Ability to engage with senior-level clients in a professional and solution-oriented manner.

Benefits

• A dynamic, fast-paced startup environment.
• Competitive compensation & growth opportunities.
• Opportunity to collaborate with a talented engineering team.