Client Services Executive

StashAway is a leading digital wealth management platform that empowers individuals to invest intelligently. We are committed to providing exceptional customer service and support to our clients. We are seeking a highly motivated and experienced Client Service Subject Matter Expert to join our growing team. As a key member of the Client Service Department, you will be responsible for providing exceptional support to our Client Services team, resolving queries, and ensuring a positive client experience. Your deep understanding of banking and financial principles will be crucial in providing accurate and helpful information to our clients.

As a Subject Matter Expert (SME) in our Client Service team, you will play a crucial role in providing expert support and guidance to our users and client services team. You will be responsible for handling complex customer inquiries, resolving issues, and ensuring a seamless user experience.

Responsibilities : Client Support :

Provide first-line support to clients via various channels (phone, email, chat)

Handle complex client inquiries, complaints, and requests in a timely and professional manner

Troubleshoot and resolve client issues related to account access, transactions, investment strategies, and other platform functionalities

Client Service Team Support :

Address agent inquiries regarding ticket and call handling procedures

Handle first-level escalation calls from clients

Maintain and update the knowledge base to reflect process changes

Communicate if there is any product and process or changes updates to the team

Run training / refresher for the team whenever it would be deemed necessary

Ticket assignment to agents and task segregation on daily

Product Knowledge :

Possess a deep understanding of StashAway's investment products and services, including portfolio management, risk profiles, and investment strategies

Stay abreast of market trends and financial regulations to provide informed and accurate advice to clients and team members

Work closely with other team members and departments to ensure seamless client experience and efficient issue resolution

Participate in knowledge sharing and training sessions to enhance team expertise

Process Improvement :

Identify areas for improvement in client service processes and contribute to the development of solutions

Stay updated on industry best practices and emerging technologies in customer service

Requirements

Diploma / Degree in any relevant field.

At least 2-3 years of working experience in compliance or AML teams, audit / quality assurance function within the financial services industry / fintech / consulting.

Knowledge of AML regulations and experience in CDD, KYC, and EDD processes.

Strong analytical skills with attention to detail and accuracy.

Excellent verbal and written communication skills, with the ability to interact effectively across departments.

Employee financial and physical well-being

Compensation package : You will receive a competitive total compensation package that includes employee stock options.

Comprehensive insurance coverage : OPD, IPD, and dental (conditions apply)

Management fee discount : You will receive an employee discount on your asset management fees when you invest with StashAway.

Personal work equipment budget : It’s important that you have a workstation that’s optimal for you wherever you are.

Flexible work arrangements and policies

Unlimited paid annual leave : It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.

Work-from-anywhere policy : You may request to work remotely for up to eight weeks in another country.

Learning and development opportunities

You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

Annual off-site

Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.

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