Customer Success Associate

About Vested Finance

Vested Finance is a global investing specialist enabling Indian investors to access international markets with clarity and confidence. The company offers regulated access to U.S. stocks, ETFs, global funds, managed portfolios, and select private market opportunities. Vested Finance operates with a strict compliance-first approach as an SEC and FINRA-registered entity and provides educational content based on credible global data sources, empowering investors to build diversified global portfolios safely and efficiently.

About the Role

The Customer Success Associate is a full-time remote role responsible for supporting and guiding customers through their global investing journey with Vested Finance.

Key Responsibilities

• Respond to customer inquiries via digital channels.
• Resolve issues promptly.
• Ensure a smooth onboarding experience.
• Proactively engage with customers to understand their needs.
• Share educational resources.
• Help customers navigate platform features and products.
• Monitor customer feedback.
• Collaborate with internal teams to improve processes.
• Contribute to initiatives that increase customer satisfaction and retention.

Requirements & Tech Stack

• Strong written and verbal communication skills in English.
• Additional Indian languages are an advantage.
• Ability to work independently in a remote environment.
• Ability to manage multiple tasks and prioritize effectively.

Qualifications

• Strong Customer Engagement and Customer Support skills.
• Capabilities in Customer Satisfaction and Customer Retention.
• Solid Analytical Skills to interpret customer data, identify trends, and recommend improvements.
• Experience in customer-facing roles within fintech, financial services, or technology-driven companies is beneficial.
• Familiarity with investment products or an interest in global investing and personal finance is preferred.
• Bachelor’s degree in Business, Finance, Economics, Communications, or a related field, or equivalent practical experience.