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investment / Financial Analyst - customer success officerSimply Wall St

Workplace: MetroManila, Manila
Salary: Agreement
Work form: Full time
Posting Date: 08/01/2026
Deadline: 22/07/2021

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Investment / Financial Analyst - Customer Success Officer
About us
Simply Wall St (https://simplywall.st) is a growing financial startup with customers all over the world. We transform the way everyday people around the world invest, by empowering them to understand complicated financial data and make better, non-emotional decisions.
Your Role
This is an opportunity for someone who has a keen interest in the share market to work for a well-funded Fintech startup with a global impact. We are growing fast and you can be part of this journey. Our customers are the core of everything we do, so amazing customer support is critical. In your role, you will solve complex customer problems, while upholding high customer satisfaction and leaving our customers delighted.
This is a REMOTE position, where you will have flexibility and autonomy to work from wherever you like.
What you will do
Take full ownership of customer feedback and general inquiries
Help drive positive change throughout the business by identifying and solving customer issues and proposing next level process improvements.
Responding to complex customer queries via Zendesk or email. These
can range from:
Questions about our analysis model
Issues with a user's portfolio
Bugs and issues on the website or mobile app
General questions around the platform
Subscription plan inquiry
Account settings
Feature requests
Analysing common customer issues and feeding that them to Head of Support or to the team
More about you
Have knowledge or interest in investing in the share market
Know how to read financial statements
Understand financial and/or investment terminologies.
Great communication skills.
Love to take challenges and help others.
Results-driven and problem solver.
Ability to adapt to different situations
Flexible and willing to work on a shifting schedule/holidays/weekends
Experience with customer support and subscription-based software
Experience with payment tools like Stripe
1-year+ experience in a similar role is ideal
Has the desire to explore more about investing
Enjoy autonomy and the freedom to achieve your work goals on your terms
Like being part of a small team (currently 4 but growing to 6) where you will have a direct impact on our customers and product
What we offer
Healthcare support
Internet Allowance
Flu Shot
Money to invest in the stock market
Quarterly events
Emergency COVID-19 Assistance
Simply Wall St

Other Info

Metro Manila
Permanent
Full-time

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Simply Wall St

About the company


Position investment / Financial Analyst - customer success officer recruited by the company Simply Wall St at MetroManila, Manila, Joboko automatically collects the salary of , finds more jobs on Investment / Financial Analyst - Customer Success Officer or Simply Wall St company in the links above

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