Client Success Representative

???? Location: Remote
???? Job Type: Full-time
???? Benefits: Health Insurance, Learning Allowances, Home-office Setup

About Syfe

Syfe is a digital investment platform committed to helping individuals grow their wealth through advice, access, and innovation. We offer diversified proprietary portfolios, cash management solutions, and a brokerage platform.

???? Global Presence: Regulated in Singapore, Hong Kong, and Australia
???? Trusted by 100,000+ investors in Singapore
???? US$79 million raised from world-class investors
???? Recognized as Wealth Management Fintech of the Year by Asian Banking and Finance Awards

???? Find out more: www.syfe.com

Role Overview

The Client Success Representative serves as the voice behind Syfe’s brand, ensuring a seamless client experience. You will provide world-class customer service, solutions, and support, working closely with internal teams to optimize client satisfaction.

Key Responsibilities

✔ Client Support & Issue Resolution

Serve as the single point of contact for client queries.
Take ownership of support tickets and ensure prompt issue resolution.
Engage with clients to understand their needs and pain points.
Work closely with internal teams to deliver exceptional customer service.
Craft professional responses based on internal processes and product offerings.

✔ Process Optimization & Escalation Handling

Adapt response templates for frequent inquiries to enhance efficiency.
Follow escalation protocols for complex or high-priority issues.
Maintain and enhance long-term client relationships.
Manage time effectively, ensuring quick resolutions.

✔ Product Knowledge & Continuous Improvement

Develop a deep understanding of Syfe’s product offerings.
Provide expertise on app features and troubleshoot effectively.
Contribute to ad-hoc projects as needed.

Minimum Qualifications

???? Experience:

2 - 5 years in client management or a similar role.
Experience with Zendesk or equivalent customer service software (preferred).
Financial services background is a plus but not required.

???? Skills & Attributes:

Excellent communication skills (written & spoken English).
Ability to work independently as well as in a team.
Customer-first mindset with a can-do approach.
Adaptability in a fast-paced, dynamic environment.
Strong problem-solving and time management skills.

Why Join Syfe?

✨ Learning Allowance for online courses & work-related books
✨ Annual Recreational Allowance
✨ Home-office Setup Allowance
✨ Medical Insurance
✨ Financial Education – Learn to manage your wealth like a pro!

???? Be part of a fast-growing, innovative fintech company!