Client Services Representative Remote

3 weeks ago

chennai, India WealthKernel Full time

This is a remoteposition.

Aboutthecompany:

WealthKernel(WK) is a VCbacked awardwinning FinTech company specialising in theWealth Management industry. Our mission is to make financialservices better and more accessible for everyday people. As anAPIfirst technology company we aim to become the AWS of savingsinvestment and pension infrastructure. We are proud to announcethat we were recently awarded the Startup Programme FinTech prizeat the CogX Awards2023.


Aboutthejob:

Asa Client Services Representative you will report directly to theInvestments and Relationship Management Lead. You will assist inthe direct relationship management of the business clients usingthe WealthKernel APIs. You will manage their day to day queriesattend regular meetings with them and understand their needs.Working with existing team members you will coordinate ongoingbusiness client queries internally through the servicedesk


JobResponsibilities:

  • Attendregular meetings with business clients to understand their businessgrowth needs and provide ongoingsupport
  • Work closely with thesales team to assist with the onboarding pipeline of newrelationships and understanding the needs of thesebusinesses
  • Write minutes andmanage action points resulting frommeetings
  • Contribute to themanagement of the ticketing system and coordinate with otherdepartments to respond to clientspromptly
  • You will becomeknowledgeable on WealthKernel s API documentation and be able toexplain how business clients can use ourAs
  • Review and maintaininternal and external processes for the Client Relationshipdepartment
  • Work closely with theInvestments and Relationship Management Lead to identify businessclient trends and feedback keyinformation
  • Learn and apply basicFinancial Services knowledge to yourrole.

Requirements

Requirements:

  • Experienceof working in a customerfacingrole
  • Strong people skillsand the ability to build relationships internally andexternally.
  • Proficient withMicrosoft Office or similarproducts
  • Excellent verbal andwritten communicationskills
  • Ability to interactwith different stakeholders and understand their differingpositions andperspectives.
  • A high level ofselfmotivation andinitiative
  • Works well in ateam
  • Has flexibilityaround the needs of the widercompany
  • Financial servicesknowledge would be helpful but this is notmandatory



Benefits Why us
  • We believe intransparency and empoweringpeople.
  • We want you tochallenge us and also to accept beingchallenged.
  • We want you to learnfrom your mistakes. We want you to propose and try newthings.
  • We believe inresults. We don t micromanage. We trustyou.
  • You will have theopportunity to grow and develop your skills into new areas whileworking in an open creative and collaborativeenvironment.
  • You will work handsonwith experienced professionals who will always be one click awayfrom you if you need theirhelp.

CompanyBenefits

  • Working in amulticulturalenvironment
  • A positive andcollaborative workingculture
  • Competitive paypackage
  • Remotely basedposition(forever)
  • Company teamretreats

If you have the confidence energy andpassion to take on this exciting role please get intouch
Requirements: Experience of working in a customer-facing roleStrong people skills and the ability to build relationshipsinternally and externally. Proficient with Microsoft Office orsimilar products Excellent verbal and written communication skillsAbility to interact with different stakeholders and understandtheir differing positions and perspectives. A high level ofself-motivation and initiative Works well in a team Has flexibilityaround the needs of the wider company Financial services knowledgewould be helpful but this is not mandatory

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