About Rise

Rise is a digital wealth manager that offers users access to a portfolio of dollar investments managed by experts. We are a mission-driven company whose goal is to connect our users to wealth-creating opportunities across the world and help them build wealth through assets that appreciate.

Job Description and profile.

As a Customer Success Associate, you will be the primary point of contact for our customers. You will build relationships with customers and advocate on their behalf. Through your interactions, you will help customers see the value in our product and ensure they can use it to its fullest potential. This is a position that requires excellent communication skills, superb people skills, and a passion for helping others.

A Customer Success Associate ensures that a company’s customers are satisfied with its products and services. They must have excellent communication and customer service skills to build strong relationships with customers and help resolve any issues they may have. A Customer Success Associate must be able to work independently and be highly organized to manage their time and workload efficiently.

Responsibilities

• Building relationships with customers and ensuring they are satisfied with the company’s products and services
• Providing customer support via phone, email, and live chat
• Obtain and evaluate all relevant information to handle product and service inquiries.
• Communicate and coordinate with internal departments.
• Follow up on customer interactions to ensure satisfactory resolution.
• Documenting customer feedback and suggestions, and collaborating with relevant teams to action them.

Requirements & Skills

• A degree in Economics, Accounting, Finance, Business administration, Banking and Finance or related field.
• At least two (2) years experience in a customer service role
• Patience and ability to stay calm under pressure
• Creativity and excellent problem-solving skills
• Ability to upsell and cross-sell products and services
• Familiarity with CRM tools
• Exceptional verbal and written communication skills
• Excellent listening skills

Why Rise?

You’ll have the opportunity to be part of something impactful and meaningful. You’ll be working in a company with a strong mission and a team that is fun, ambitious, and results-driven.

We also offer:

• Competitive salary.
• Health insurance.
• 30 days annual paid leave per year, flexible sick leave and days off.
• Pension contribution
• Maternity & Paternity Leave
• Training and career development opportunity
• Exposure at a growing fintech company with a clear career path

Rise is an equal opportunity employer and we value diversity at our company. We do not discriminate based on race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.