About the role

AI summarised

Join Endowus, an award-winning independent fee-only wealth & fund platform, as a Customer Service Analyst. You will be on the front lines, ensuring the highest level of client experience by supporting our operations team across multiple channels. This role requires a proactive, problem-solving mindset to enhance client journeys and operational efficiency within the fast-paced FinTech environment.

Wealth ManagementOnsite

Key Responsibilities

Support front-line client operations, enabling clear communication between the team and prospective/current clients via phone, email, and Zoom.
Address operational or administrative client servicing queries and assist clients with platform issues and tool usage questions.
Develop automations for customer service and communication processes to enhance efficiency.
Act as the voice of the client by collaborating with internal teams (Product Operations, Investment Office) to improve processes and contribute to new product initiatives.
Analyze customer behavior and map recurring issues along the client journey to drive improvements in engagement and retention.

Requirements

Bachelor's degree required.
Must be legally able to work in Singapore (no visa sponsorship provided).
Strong communication and interpersonal skills with a positive attitude.
Demonstrated ability to be organized, adaptable, and possess great attention to detail.
Intellect and drive to embrace daily challenges and adapt to change.
Team player mentality is essential for a small, growing team environment.