Client Success Analyst at Syfe

Gurugram, haryana, India -

Full Time

Start Date

Immediate

Expiry Date

28 May, 26

Salary

0.0

Posted On

27 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Customer Support, Problem Solving, Communication, Time Management, Prioritization, Client Relationship Management, Zendesk, Process Adherence, Product Knowledge

Industry

Financial Services

Description

About Syfe Syfe is a digital investment platform with a mission to empower people to grow their wealth for a better future. Built on the pillars of advice, access and innovation, we cater to the full spectrum of an individual's wealth needs across diversified proprietary portfolios, cash management solutions and a state-of-the-art brokerage. The Syfe team combines world-class financial expertise with best in-class technology talent. Excellence in execution is in our DNA and we offer equity ownership to all employees regardless of seniority and designation. We are regulated by the financial authorities across Singapore, Hong Kong and Australia. In Singapore alone, where we are headquartered, over 100,000 investors trust Syfe to grow their wealth. Since its founding, Syfe has raised US$79 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, as well as being recognized as one of the Top LinkedIn Startups in Singapore. Find out more about us at www.syfe.com. 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 The Syfe Advantages: Annual learning allowance for work related online courses and book Annual recreational allowance Allowance for home-office setup 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

Responsibilities

The Client Success Analyst will serve as the primary contact for client inquiries, taking ownership of support tickets to ensure prompt resolution by understanding client needs and collaborating with internal teams. Responsibilities include crafting professional responses, adhering to escalation matrices for complex issues, and continuously building expertise in Syfe's product offerings.