JOB DESCRIPTION As a customer success executive, 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 employ 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 queries. When contacted for a complaint, you are expected to "own the problem" - that is, take responsibility for responding to the issue, researching the problem, and resolving 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. ROLES & 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 communicating in writing as well as verbally via live chat support, emails, and inbound helpline calls. 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 wider 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. CORE QUALITIES You are a self-starter that can manage a variety of projects simultaneously. You love fine-tuning processes, can multitask, and easily absorb a great deal of new information quickly. You have an excellent command of the English language and can communicate clearly and effectively while acting with a deep sense of empathy. QUALIFICATIONS AND SKILLS 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 Experience with consultative sales in a high-touch customer service environment is preferred but not required. Proactive capability at owning and deepening client relationships
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 This is a full-time on-site role for a Customer Success Representative located in Ahmedabad/Gift City. The Customer Success Representative will manage customer inquiries, provide support, and ensure customer satisfaction. Day-to-day tasks include handling customer service interactions, resolving issues, and enhancing the overall customer experience. Qualifications Customer Service, Customer Support, and Customer Satisfaction skills Excellent Communication skills Customer Experience management abilities Strong problem-solving and conflict resolution skills Ability to work well in a team and adapt to a fast-paced environment Bachelor's degree in Business, Marketing, or a related field is a plus Experience in financial services or a related industry is preferred
Role Overview: As a Customer Success Representative at Vested, located in Ahmedabad/Gift City, your primary responsibility will be to manage customer inquiries, provide support, and ensure customer satisfaction. You will handle customer service interactions, resolve issues, and enhance the overall customer experience on a day-to-day basis. Key Responsibilities: - Manage customer inquiries and provide timely support - Ensure high levels of customer satisfaction through effective communication - Resolve customer issues efficiently and proactively - Enhance the overall customer experience by addressing feedback and suggestions - Collaborate with team members to deliver excellent customer service - Adapt to a fast-paced environment and contribute to the team's success Qualifications: - Strong customer service, support, and satisfaction skills - Excellent verbal and written communication skills - Ability to manage customer experience effectively - Proficient in problem-solving and conflict resolution - Team player with the flexibility to work in a dynamic setting - Bachelor's degree in Business, Marketing, or related field (preferred) - Experience in financial services or related industry is a plus Please note that this role requires you to be based in Ahmedabad/Gift City and work on-site to ensure seamless customer support and satisfaction. Join Vested and be part of a growing community that is revolutionizing global investing for Indian investors.,
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
Company Description Vested Finance makes alternative investments easy by enabling diversification into US Stocks and more. We provide a seamless and accessible platform for individuals looking to explore various investment options. Join us in our mission to broaden investment opportunities and empower financial growth. Role Description This is a full-time, on-site role for a Customer Support Specialist located in Ahmedabad/Gift City. The Customer Support Specialist will be responsible for managing and resolving customer inquiries and issues, ensuring customer satisfaction, and providing technical support. Day-to-day tasks include handling customer support calls, live chat and emails, troubleshooting technical problems, and maintaining a high level of customer service and satisfaction. Qualifications Skills in Customer Support and Customer Satisfaction Strong Interpersonal Skills Analytical Skills Excellent communication and problem-solving skills Ability to work effectively in an on-site team environment Previous experience in a customer support role is a plus
Company Description Vested Finance makes alternative investments easy by helping individuals diversify into US stocks, global funds, private markets, and more. With Vested Finance's platform, customers can access a variety of investment opportunities and build their portfolios. Role Description This is a full-time work-from-office role for a Customer Service Associate located in Gift City, Gandhinagar. The Customer Service Associate will be responsible for handling customer inquiries, providing support, ensuring customer satisfaction, and enhancing the overall customer experience. The role includes addressing customer issues promptly and effectively, as well as maintaining a positive image of the company through excellent service. Qualifications Customer Service, Customer Support, Customer Satisfaction skills Strong written and verbal communication and problem-solving abilities Ability to work independently and as part of a team Experience in a customer-facing role is a plus Bachelor's degree or equivalent experience mandatory