Customer Support Associate

About Us :

We enable businesses and investors to make smarter financial decisions through expert advisory, innovative strategies, and actionable insights. Our team blends analytical rigor with deep market understanding to deliver solutions that drive real impact.

We’re now looking for a Customer Support Associate who thrives in dynamic environments, takes full ownership and ensures every aspect of the responsibility aligns with our strategic goals and client success standards.

Role :

We’re looking for a smart, articulate, and customer-focused professional to join our client success team.

If you have a background in finance, investments or wealth management and enjoy solving problems while building meaningful customer relationships — this role is for you.

As a Customer Support Executive , you’ll be the voice of the brand — providing timely, accurate, and empathetic support to clients while ensuring a seamless experience across all touchpoints.

Responsibilities :

• Serve as the first point of contact for client queries across phone, email, and chat.
• Resolve issues related to accounts, transactions, investment products, and service requests with accuracy and professionalism.
• Understand client needs and guide them on product features, documentation, or next steps.
• Coordinate with internal teams (operations, compliance, advisory) to ensure quick issue resolution .
• Document all client interactions in CRM systems and maintain updated records.
• Identify and escalate recurring issues or service gaps to improve processes.
• Uphold confidentiality, empathy, and integrity in all client communications.

Qualifications :

Key Traits We Value :

✨ Excellent listener and communicator

✨ Problem-solver with a service mindset

✨ Emotionally intelligent and composed under pressure

✨ Team player with ownership and initiative

Why Join Us :

Be part of a dynamic financial services team that values empathy as much as expertise.

You’ll learn, grow, and make a real difference in how customers experience financial services.

Compensation :

Attractive fixed pay + performance-based incentives + health benefits