Client Experience Operations Analyst

Singapore, Singapore
23 Nov 2022
25 Nov 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About us
Endowus is Asia's leading fee-only digital wealth platform. Licensed by the Monetary Authority of Singapore (MAS) and Hong Kong Securities & Futures Commission (SFC), Endowus is the first digital advisor in the region to span both private wealth (Cash) and public pension savings (CPF & SRS in Singapore), helping all investors grow their money with expert advice, institutional access to financial solutions, low and fair fees, and a delightful personalised digital wealth experience.
Our clients entrust us with a responsibility that goes far beyond technology or financial markets - they entrust us with their wealth - their livelihoods and ambitions of a better future for themselves and their loved ones. Our mission is clear: help people invest better so they can live easier today, and better tomorrow.

The people you will work with
The team has deep domain knowledge in finance and technology, bringing together decades of experience at Morgan Stanley, Amazon, JPMorgan, UBS, Goldman Sachs, Blackstone, Vanguard, ANT, Fidelity, McKinsey, Grab, ByteDance, and many others. See our leadership team here . We practise inclusion and treasure our diversity in background and experience. A diverse team is our biggest asset and we look for people who share our belief in Endowus' clear mission.

Investors, recognition, licensing
Endowus is backed by global leading strategic and venture capital investors including UBS, SoftBank Ventures Asia, Lightspeed Venture Partners, Samsung Ventures, Prosus Ventures, EDBI, ZVC, Singtel Innov8.
Endowus' leadership and growth have been recognised by the industry and it has attained numerous awards including Singapore's Rising Star and Fintech Innovation in Asset Management, CEO of the Year, CIO of the Year (Asia Asset Management's Best of the Best Awards 2022), Singapore's Fintech Startup of the Year (The Asset Triple A Digital Awards 2022), LinkedIn Top Start-ups 2021, Forbes Asia 100 to Watch, WealthTech of the Year (Asia FinTech Awards 2022), Top 15 Singapore's Best Workplaces Award and Top 100 Asia's Best Workplaces Award 2022 (Great Place to Work).

About this role; responsibilities & ownership
  • Processing Account Opening for Individual and Corporate Customers.
  • Follow up handling on client onboarding related matters and for escalated/prioritized cases.
  • Responsible for providing exceptional customer service through email, Whatsapp and phone communication.
  • Help our clients use our product better and answer queries about platform use, available services and administrative matters.
  • Support Know Your Customer (KYC) checks and documentation follow-ups.
  • Update client details in an accurate and timely manner.
  • Collaborate with internal teams, e.g. Product Operations and Compliance, to improve operational processes and the client experience.
  • Assist Head of Operations on Tasks that may be assigned from time to time.
Requirements & qualifications
  • Professional written and verbal communication skills, patient and pleasant demeanour. You will interact with many clients each day via different channels (phone, email, chat). You are expected to communicate effectively with our clients and empower them to feel confident about using Endowus.
  • You are in tune in providing best in class, client service and likely have to have 1 to 5 years of experience in a similar capacity or role.
  • Teamwork is key. We believe in building a supportive environment that fosters a sense of belonging for all of our team members.
  • Organised, meticulous and pays attention to details.
  • Adaptable - you will face new challenges on a daily basis. You need to be intellectually agile and comfortable with ambiguity to thrive in a dynamic environment.
  • Experience working in financial services is helpful but not a must.
Benefits & perks
  • Stock options in a fast growing company *
  • Employee discount for investing at Endowus
  • Flexible working hours and locations so you can live life and your best work - you are trusted to be responsible
  • Competitive Staff Benefits; Annual leave, Life & Medical Insurance, Flexible Benefits Allowance *
  • Office Productivity Equipment; Omnidesk Standing Desk & Ergonomic Chairs, Dell UltraSharp USB Type-C Monitor, high-end computer peripherals
  • Choice of latest Apple or PC equipment
  • Additional S$250 /HKD 1450 budget for your favourite hardware to boost productivity *
Note: * is only applicable to Full-Time employees
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