Do you have a customer-oriented mission to serve? Do you like being the ambassador of the company and helping others energize you? Does StashAway's mission to redefine investing and empower our customers to build their long-term wealth resonate with you? If you answered YES to the following, WE WANT YOU! We will be hosting an assessment center where you will have the opportunity to come into our office and meet many of your future colleagues and participate in interviews, discussions and group activities to better understand the role and how the company operates.

We are seeking a highly motivated and enthusiastic Client Services Executive to join our dynamic team at StashAway. As a Client Services Executive, you will play a crucial role in delivering exceptional customer service and building strong relationships with our valued clients and upholding the highest standards of care when handling their queries.

Responsibilities:

Customer Support

• Serve as the first point of contact for clients, providing support, addressing inquiries, and resolving issues to ensure a positive client experience.
• Deliver above-and-beyond customer experiences across various platforms such as LINE, phone, email, and social media.
• Guide new clients through the setup process, helping them understand our products and services.
• Ensure a smooth on-board process especially for new customers to deliver a great first impression and customer experience.

Account Management

• Assisting customers with updating their account information, ensuring the accuracy and security of customer information.
• Ensure compliance with industry regulations and maintain a thorough understanding of relevant SOP.

Internal Collaboration

• Act as the voice of the customer within the organization, providing valuable insights to help enhance our products and services.
• Expected to facilitate open and direct communication when working with multiple teams to find rapid resolutions.
• Stay updated on industry best practices and emerging technologies. Proactively suggest and implement process improvements to enhance overall efficiency.