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Concerning the job
Firm Description
InvestMates is an AI-powered digital platform for managing wealth globally. With the
Unified Wealth Dashboard, customers can consolidate and develop their household investments,
supported by superior analytics and actionable insights. InvestMates focuses on
cross-border taxation and monetary compliance, providing personalised wealth
administration options with out excessive charges. The crew at InvestMates is extremely numerous,
younger, and pushed, working in the direction of revolutionising monetary wellbeing globally.
Position Description
This is a full-time distant function for a Customer Support Specialist at InvestMates. The
Customer Support Specialist will likely be chargeable for offering help to customers,
guaranteeing buyer satisfaction, dealing with technical help inquiries, and using
analytical abilities to handle consumer wants successfully.
{Qualifications}
- ● Customer Support and Technical Support abilities
- ● Interpersonal Expertise and Customer Satisfaction
- ● Glorious communication and drawback-fixing talents
- ● Expertise in wealth administration or monetary companies is a plus
- ● Bachelor’s diploma in Enterprise, Finance, or associated subject
- ● Empathy to grasp and deal with buyer wants successfully
- ● Energetic listening abilities to grasp issues and supply appropriate options
- ● Minimal 1 12 months of expertise in Customer help or associated areas
Roles and Duties
- ● Reply to buyer inquiries by means of numerous communication channels in a well timed and environment friendly method
- ● Resolve buyer points and escalate conditions to larger administration when obligatory
- ● Doc buyer interactions and keep correct data
- ● Present details about services and products to clients
- ● Collaborate with the crew to enhance customer support procedures
- ● Help in analyzing buyer suggestions and suggesting enhancements
- ● Guarantee excessive ranges of buyer satisfaction by providing skilled service
- ● Adapt to numerous customer support instruments and know-how used throughout the firm.
Welcome to the InvestMates Customer Support Specialist utility!
At InvestMates, we assist RI and NRI traders observe their investments, obtain their monetary objectives, and entry premium wealth administration companies. Our Customer Support crew performs an important function in delivering a world-class expertise to our customers.
Please Word:
- Expertise with Intercom or related help instruments is extremely most well-liked.
- Sturdy communication abilities in each Hindi and English are required.
- Information of investments and wealth administration companies is a plus.
- This function requires flexibility in working hours.
- ❌ No expertise with solely company, outsourcing, or telemarketing roles
- ❌ No expertise restricted to bodily retail, journey help, or e-commerce chatbots solely
Please full the shape totally. Solely certified candidates will likely be contacted for the subsequent spherical.
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