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Syfe

Client Service Analyst

Early Applicant
  • 5 months ago
  • Be among the first 50 applicants

Job Description

About Syfe

Syfe is a digital investment platform with a mission to empower people to build their wealth for a better future.

Faced with information overload and competing priorities, people with the desire to improve their wealth and financial future lack the time, patience and know-how to put their money to work. Current solutions fail to solve the friction and problems faced with growing wealth, and as a result, people are not optimising their investment and savings.

Through Syfe's revolutionary wealth management experience, people can grow their money to its fullest potential and manage wealth in one destination. Our innovative investment tools, strategies and access to the latest insights, support users in acting for their financial future, now. We offer leading institutional methodologies and partner with global asset managers to achieve the best outcomes for one's money. Across our markets in Singapore, Australia and Hong Kong, Syfe's team comprises the brightest talent from leading technology and financial institutions. Currently, over 100,000 investors in Singapore alone trust Syfe to manage their money.

Since its founding, Syfe has raised more than US$50 million from world-class investors. The company has won multiple awards including Wealth Management Fintech of the Year by the Asian Banking and Finance Awards 2022, as well as being recognized as one of the Top LinkedIn Startups in Singapore 2023.

Find out more about us at www.syfe.com.

The Right Profile:-

  • The Client Service team serves as the voice behind Syfe's brand. As the first line of service and support for our clients, our Client Service Representative work closely with internal stakeholders to ensure an optimised client experience at each touch point.
  • You will be responsible for providing world-class customer service, solutions and support to our clients. We are looking for individuals who are enthusiastic, quick-thinking, and willing to go the extra mile to provide an exceptional client experience.

Responsibilities:-

  • Serve as single point of contact for client queries and engage clients to gain a full understanding of client service needs and gaps
  • Take ownership of assigned client support tickets and ensure prompt resolution to all client inquiries and issues
  • Work closely with internal stakeholders to deliver customer service that exceeds client expectations
  • Adapt and select appropriate templates for responses to repeated issues
  • To craft professional responses to clients based on understanding of internal processes and product offerings
  • To resolve clients issues based on understanding of internal process and reach out to internal stakeholders if required
  • Understand and adhere to escalation matrix for complex or high priority issues
  • Demonstrate exceptional prioritisation and time management skills and, through escalating when appropriate, maintain and enhance long-term client relationships
  • Continually build familiarity and knowledge of Syfe's product offerings and become the domain expert on the usage of all features within the app
  • Adhoc projects may be allocated from time to time

Minimum Qualifications:-

  • 2 - 5 years of previous experience in a role with a strong client management focus preferred
  • Experience using Zendesk or an equivalent customer service software preferred
  • Financial services experience preferred but not required
  • Excellent command of written and spoken English
  • Able to work independently/remotely and also as a team player
  • Have a can-do approach to resolving client requests
  • Ability to work in a dynamic, fast-paced environment with high self-assurance, energy and drive
  • Strong communication and interpersonal skills

The Syfe Advantages:

  • Annual learning allowance for work related online courses and book
  • Annual recreational allowance
  • Allowance for home-office setup
  • Latest M1 Macbook Pro + as required hardware and software
  • Best of all, our specialty is helping people manage their money. We will help you learn how to manage your own money like a pro
  • Medical Insurance






More Info

Industry:Other

Function:Finance

Job Type:Permanent Job

Skills Required

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Date Posted: 27/06/2024

Job ID: 83298169

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