Customer Success Associate - Investment / Financials

OUR MISSIONAt Simply Wall St, we help people become confident, long-term investors. The stock market offers an exceptional opportunity for building wealth, but it’s easy to fail. While many chase quick wins, we believe in thinking long-term and investing like a business shareholder. Our product gives individual investors the capabilities to build a portfolio, previously only available to professionals.WHY JOIN?Help us empower individuals by giving them a new way to invest in stocks;Work at a profitable, global, B2C SaaS startup;Operating at scale with 6.5 million users across 180 countries;Small team and flexible working environment;Work with a product customers love: 4.5* Trustpilot Reviews;Strong employee retention with 70% of the team with us for >2 years.See more information about the company, how we work and benefits etc https://simplywallst.atlassian.net/wiki/spaces/SWSP/overview This is a REMOTE position, where you will have flexibility and autonomy to work from wherever you like.YOUR ROLEThis 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 role is offered on an independent contractor basis, not as an employee position. You will operate as a self-employed contractor, responsible for your own taxes, insurance, and statutory obligations in your country of residence. This engagement does not create an employment, partnership, or agency relationship, and contractor benefits and entitlements may differ from those available to employees. Benefits and perks listed above apply primarily to employees; contractor arrangements may differ depending on location and engagement terms.RESPONSIBILITIES Responding to complex customer queries via email or video call. 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 inquiries, account settings, feature requests, and analysing common customer issues.Help drive positive change throughout the business by identifying and solving customer issues.ABOUT YOUHave knowledge or interest in investing in the share marketKnow how to read financial statementsUnderstand 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 situationsFlexible and willing to work on a shifting schedule/holidays/weekendsExperience with customer support and subscription-based softwareExperience with payment tools like Stripe1-year+ experience in a similar role is idealHas the desire to explore more about investingEnjoy autonomy and the freedom to achieve your work goals on your termsLike being part of a small team where you will have a direct impact on our customers and productWHAT WE OFFERHealthcare supportInternet Work from Home AllowanceFlu ShotMoney to invest in the stock marketQuarterly remote events and yearly in-person eventPERKSFlexible Remote Working: Work where you are most productive;Simply Stop: Time is one of the most valuable commodities, so we stop working early on Fridays;Share Club: We provide a subscription to SWS, cash for you to invest & regular sessions to discuss stocks and investment ideas;Parental Leave Policy: With a supportive return to work option;Learning & Development Fund: We invest in your growth;Team Events & Hackathons: An opportunity for everyone to come together and push what is possible.

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