Syfe is APAC's largest and fastest-growing digital wealth platform, trusted with over US$10 billion in assets. We are fundamentally changing how hundreds of thousands of people across Asia-Pacific build wealth through a holistic approach to managing money rather than just pushing investment products. Backed by world-class investors and recognised as a leader in WealthTech, we are a team of passionate builders creating the future of wealth management.
The Right Profile
We are looking for a high-energy, detail-oriented Client Success Analyst to join our team in Singapore. In this role, you will be the face of Syfe, serving as a trusted guide for our users as they navigate our wealth management and brokerage services. You will bridge the gap between complex financial products and an exceptional, seamless user experience, ensuring our clients feel supported, secure, and empowered at every step of their investment journey.
Key Responsibilities
- Client Engagement & Support: Deliver timely, empathetic, and high-quality support to users across web and mobile platforms via live chat, email, and phone.
- Product Expertise: Educate users on Syfe's core offerings, guiding them through our Managed Portfolios, Syfe Trade features (like fractional shares), and Cash+ products.
- Onboarding & Troubleshooting: Assist clients with account creation, KYC processes, funding queries, and platform navigation, ensuring a frictionless onboarding experience.
- Issue Resolution: Investigate and resolve complex client inquiries regarding corporate actions, fee structures, and account security, collaborating closely with operations, compliance, and product teams.
- Voice of the Customer: Collect and analyze user feedback to identify pain points, proactively suggesting platform and process improvements to enhance the overall customer journey.
Minimum Qualifications
- Experience: 1–3 years of experience in customer success, client relations, or financial operations, preferably within fintech, banking, or wealth management.
- Industry Knowledge: Solid understanding of basic financial concepts, including stocks, ETFs, REITs, and general brokerage operations.
- Communication Skills: Exceptional verbal and written English communication skills, with the ability to explain complex financial/technical concepts simply and clearly.
- Problem-Solving Mindset: Strong analytical and troubleshooting skills, with a proven track record of handling high-pressure client situations with patience and professionalism.
Preferred Qualifications
- Technical Savvy: Familiarity with modern customer support tools (e.g., Zendesk, Intercom, Salesforce) and a quick adaptability to new technologies.
- Passion for Fintech: A genuine interest in personal finance, investing, and the digital wealth management landscape.
- Fluency in Chinese is a plus.
Come As You Are
We believe in the power of diversity and are dedicated to creating a welcoming and innovative environment for all our employees. So we embrace and encourage applications from candidates of all backgrounds and provide equal employment opportunities for all.
Due to the volume of applications, we regret that only shortlisted candidates will be notified.
