About the Job

We are seeking a highly motivated and enthusiastic Client Services Executive to join our dynamic team at StashAway. As a Client Services Executive, you will play a crucial role in delivering exceptional customer service and building strong relationships with our valued clients, upholding the highest standards of care when handling their queries.

Key Responsibilities:

• Customer Support

  • Serve as the first point of contact for clients, providing support, addressing inquiries, and resolving issues to ensure a positive client experience.

  • Deliver above-and-beyond customer experiences across various platforms (LINE, phone, email, social media).

  • Guide new clients through the setup process, helping them understand our products and services.

  • Ensure a smooth onboarding process for new customers to deliver a great first impression.

  • Support clients on utilising transactional workflows and platform functionality through clear, tailored guidance.

• Account Management

  • Assist customers with updating account information, ensuring accuracy and security.

  • Ensure compliance with industry regulations and maintain a thorough understanding of relevant SOPs.

• Internal Collaboration

  • Act as the voice of the customer within the organization, providing insights to enhance products/services.

  • Facilitate open communication with teams to resolve issues rapidly.

  • Stay updated on industry best practices and suggest process improvements.

Projects You Might Work On:

• Develop clear and client-friendly communications (verbal and written) to simplify complex information for broad audiences.

• Coordinate with a cross-functional team to resolve issues for clients.

• Contribute to process enhancement projects under senior's lead.

Accountabilities of the Role:

• Ensure positive & excellent client experience.

• Ensure efficient & compliance client's onboarding and other customer support processes.

Benefits:

Employee financial and physical well-being

• Compensation package: you will receive a competitive total compensation package that includes employee stock options for full time employee

• Comprehensive insurance coverage: outpatient visits, hospitalisation and surgical insurance, life insurance, as well as yearly dental.

• Mandatory Provident Fund: after three months of employment, full-time employees may decide if they wish to make monthly contributions to the optional employee provident fund.

• Management fee discount: you will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

• Work-from-home policy: you may choose to work from home or the office depending on what works best for you and your team.

• Work-from-anywhere policy: you may request to work remotely for up to eight weeks in another country.

• Unlimited paid annual leave: it should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.

• Personal work equipment budget: it’s important that you have a workstation that’s optimal for you wherever you are.

Learning and development opportunities

• Annual L&D budget: you will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

Team bonding budget and initiatives

• Quarterly team bonding budget: we encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.

• Annual off-sites (Sep): each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.