Client Success Analyst - India at Syfe

Gurugram, haryana, India -

Full Time

Start Date

Immediate

Expiry Date

14 Jun, 26

Salary

0.0

Posted On

16 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Customer Support, Client Management, Issue Resolution, Stakeholder Collaboration, Prioritization, Time Management, Communication, Interpersonal Skills, Problem Solving, Adaptability, Product Knowledge

Industry

Financial Services

Description

Syfe is APAC's largest and fastest-growing digital wealth platform, trusted with over US$10 billion in assets. We are fundamentally changing how hundreds of thousands of people across Asia-Pacific build wealth through a holistic approach to managing money rather than just pushing investment products. Backed by world-class investors and recognised as a leader in wealthtech, we are a team of passionate builders creating the future of wealth management. The Right Profile: The Client Success team serves as the voice behind Syfe’s brand. As the first line of service and support for our clients, our Client Success 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 Come As You Are We believe in the power of diversity and are dedicated to creating a welcoming and innovative environment for all our employees. So we embrace and encourage applications from candidates of all backgrounds and provide equal employment opportunities for all. Due to the volume of applications, we regret that only shortlisted candidates will be notified.

Responsibilities

The role involves serving as the primary contact for client inquiries, taking ownership of support tickets, and ensuring prompt resolution by collaborating with internal teams. Responsibilities also include crafting professional client responses based on internal processes and escalating complex issues according to the defined matrix.