Customer success representative/executive

Company Description

At Vested, we are on a mission to make global investing accessible to everyone in India. We provide seamless access to a wide range of international assets - including US Stocks & ETFs, Global Mutual Funds, Pre-IPOs and Managed Portfolios.

Since 2019, we’ve empowered over 3 lakh Indian investors to diversify globally and build smarter, future-ready portfolios. With ₹6,000 Cr+ in Assets Under Management, Vested is now a thriving and fast-growing community of global investors.

We believe in constantly challenging the status quo and creating products that people in India have never had access to.

Role Description

You will be the customers' first point of contact for complaints, questions, requests, feedback, or any other needs; you are charged with managing relationships between clients and the company. As the first person to interact with our customers, you are expected to use a high level of professionalism in their conversations, apply a thorough knowledge of their company's products and services, and respond quickly to requests and questions. When contacted for a complaint, you are expected to "own the problem" - that is, take responsibility for responding to the issue, research the problem, and resolve it internally as quickly as possible to maintain the highest level of customer satisfaction. Other responsibilities include keeping customer records and account information up to date and assisting in the onboarding process.

Responsibilities

• Be a part of one of the best customer success teams
• You will assist other team members in following up with clients who have opened an account with Vested. This will involve messaging and calling them/ answering queries over call.
• Ensure customers remain satisfied with the product by educating them about functional capabilities and possible upgrades.
• Aid with the development and improvement of the product by gathering feedback to identify recurring issues and addressing these with the broader team
• Maintain excellent service standards, going above and beyond to ensure customer satisfaction and retention
• Uphold Vested’s highest standards of service while serving as the main point of contact for our clients, resolving inquiries and responding with empathy to concerns to build lasting relationships

Qualifications

• Bachelor’s degree or equivalent experience ‌
• 1-2 years experience in a customer service role ‌will be preferred
• Excellent attention to detail, with a professional, enthusiastic, and warm phone presence
• Proactive capability at owning and deepening client relationships