Invest Customer Support

Job Summary We are seeking an Investor Customer Support specialist who will advocate for clients across investment platforms, help resolve account and trading inquiries, and ensure regulatory and compliance standards are upheld. You will assist clients with account setup, funding, trade confirmations, reporting, and security best practices while delivering a high-touch, professional service experience.

Key Responsibilities

• Respond to customer inquiries via phone, email, and chat with a professional and timely approach.
• Assist with account openings, funding, trade confirmations, statement requests, and general account maintenance.
• Troubleshoot technical issues related to trading platforms, mobile apps, and reporting tools; provide clear, actionable guidance.
• Educate clients on product features, investment options, and risk disclosures in compliance with applicable regulations.
• Escalate complex issues to the appropriate teams and ensure timely resolution and accurate follow-up.
• Maintain accurate documentation of interactions, inquiries, and problem resolutions in the CRM system.

Required Qualifications 1-2 years of experience in investment operations or client support within financial services

• Strong understanding of basic investment concepts, account types, and regulatory requirements
• Excellent communication and problem-solving skills with a client-first mindset
• Ability to multi-task and manage priorities in a fast-paced environment

Skills And Competencies

• Customer service excellence and active listening
• Effective written and verbal communication
• Analytical thinking and attention to detail
• Tech-savviness with the ability to learn new platforms quickly
• Collaboration and teamwork across cross-functional groups