Client Experience Analyst Client Experience

2 weeks ago

Singapore Endowus Full time

Endowus is Asia's leading fee-only digital wealth platform. Licensed by the Monetary Authority of Singapore (MAS) and Hong Kong Securities & Futures Commission (SFC), Endowus is the first digital advisor in the region to span both private wealth (Cash) and public pension savings (CPF & SRS in Singapore), helping all investors grow their money with expert advice, institutional access to financial solutions, low and fair fees, and a delightful personalised digital wealth experience.

Our clients entrust us with a responsibility that goes far beyond technology or financial markets - they entrust us with their wealth - their livelihoods and ambitions of a better future for themselves and their loved ones. Our mission is clear: help people invest better so they can live easier today, and better tomorrow.

The people you will work with

The team has deep domain knowledge in finance and technology, bringing together decades of experience at Morgan Stanley, Amazon, JPMorgan, UBS, Goldman Sachs, Blackstone, Vanguard, ANT, Fidelity, McKinsey, Grab, ByteDance, and many others. See our leadership team here . We practise inclusion and treasure our diversity in background and experience. A diverse team is our biggest asset and we look for people who share our belief in Endowus' clear mission.

Investors, recognition, licensing

Endowus is backed by global leading strategic and venture capital investors including UBS, SoftBank Ventures Asia, Lightspeed Venture Partners, Samsung Ventures, Prosus Ventures, EDBI, ZVC, Singtel Innov8.

Endowus' leadership and growth have been recognised by the industry and it has attained numerous awards including Singapore's Rising Star and Fintech Innovation in Asset Management, CEO of the Year, CIO of the Year (Asia Asset Management's Best of the Best Awards 2022), Singapore's Fintech Startup of the Year (The Asset Triple A Digital Awards 2022), LinkedIn Top Start-ups 2021, Forbes Asia 100 to Watch, WealthTech of the Year (Asia FinTech Awards 2022), Top 15 Singapore's Best Workplaces Award and Top 100 Asia's Best Workplaces Award 2022 (Great Place to Work).

  • Build, shape and grow the Endowus Singapore business in line with our mission and values. Client-centric: You will be on the front lines, advising prospective and current clients, and delivering the highest level of client experience via multiple channels including phone, email, Zoom and in-person
  • Play a key role in onboarding new clients, and help them with questions ranging from financial advisory to operational and administrative matters.
  • Share the voice of the client with the broader company; collaborate across teams including Product Operations, Product Design and Endowus' Investments Office to improve the client experience, operational processes, and launch new product/investment initiatives
  • Roles and responsibilities may change from time to time along with the company's operational processes and strategic direction
Requirements & Qualifications
  • Bachelor's degree in business/economics/finance or experience working in financial services is helpful but not a must.
  • Client-focused with great communication skills and attitude, patient and pleasant demeanour. You will interact with many clients each day via different channels (phone, email, chat).
  • You are expected to be a good listener and communicate effectively with our clients and empower them to feel confident about using Endowus.
  • Teamwork is key. We believe in building a supportive environment that fosters a sense of belonging for all of our team members.
  • Organised, meticulous and pays attention to details.
  • Compliance - no hard selling. At Endowus, we strive to do the best for our clients in an objective and goals/risk-focused manner.
  • Adaptable – you will face new challenges on a daily basis. You need to be intellectually agile and comfortable with ambiguity to thrive in a dynamic environment.
  • Creative and customer focused. We are looking for someone that considers problems from a customer's perspective while being pragmatic and solution oriented.
  • Passionate and excited about wanting to build an innovative financial services company
  • Stock options in a fast growing company *
  • Employee discount for investing at Endowus
  • Flexible working hours and locations so you can live life and your best work - you are trusted to be responsible
  • Competitive Staff Benefits; Annual leave, Life & Medical Insurance, Flexible Benefits Allowance *
  • Office Productivity Equipment; Omnidesk Standing Desk & Ergonomic Chairs, Dell UltraSharp USB Type-C Monitor, high-end computer peripherals
  • Choice of latest Apple or PC equipment
Note: * is only applicable to Full-Time employees

How to apply

Everyone can be an Endowus client. If you are not yet a client, please create an account to understand our services and technology, and can see if our mission is something that aligns with your personal beliefs. We value your feedback on our product and will ask you for your insights throughout the interview process.

Go to our Linkedin Job Post and apply via your LinkedIn profile and attach your resume

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