Job Description

  • This role follows a rotational shift schedule, which may include weekends and holidays with shifting hours schedule. This schedule is non‑negotiable.

The Customer Service Specialist role is a vital part of our Customer Operations team, providing support for customers using our app to trade on the US stock market. This role requires a tech-savvy individual with a strong interest in share trading, capable of handling diverse inquiries while ensuring a great experience for our customers.

Required Skills And Qualifications

Key Skills & Attributes

  • Tech-savvy: Confident with technology and trading platforms.
  • Interest in share trading: A passion for understanding and discussing trading concepts.
  • Strong communication: Excellent written skills for clear and concise responses.
  • Decisive and resourceful: Ability to make quick decisions and find solutions independently.
  • Work ethic: A dependable workhorse mindset, ready to handle high volumes of inquiries.
  • Attention to detail: Thorough in resolving customer issues and monitoring systems.

Responsibilities

Customer Support Via Chat And Email

  • Respond to chat and email enquiries during the overnight shift with respect to Client systems, trading environment and general enquiries., including:
    • onboarding;
    • Identity verification;
    • Account funding & maintenance;
    • Stock availability and related policies;
    • Trading terminology (e.g., order types and execution, security transfers, settlement and clearing, etc);
    • Corporate actions including investment income;
    • Deposits and withdrawals;
    • General troubleshooting and account-related enquiries.
    • Timely communication of outcomes to customer enquiries in line with Client policies and procedures (eg: successful change of details etc.)
Proactive Issue Resolution

  • Take ownership of inquiries, leaning in to find answers when unsure.
  • Escalate complex issues appropriately while maintaining a proactive approach to problem solving.
  • Resolving other administration tasks (eg: Corp Action assistance etc.)

Monitoring And Reporting

  • Monitor real-time dashboards to ensure platform availability and performance.
  • Identify and report dashboard anomalies or system outages promptly to relevant teams.
  • Completion of four-eye checks on work completed throughout the day

Operational Efficiency

  • Maintain a quick response time for customer interactions, meeting or exceeding service-level agreements (SLAs).
  • Work through backlog emails and ensure all customer concerns are addressed thoroughly before the end of the shift.

Training and Awareness

  • Complete mandatory onboarding and ongoing training in line with policy requirements
  • Demonstrate awareness of and application of policies, procedures and training related to role


Job Details

Role Level: Not Applicable Work Type: Temporary
Country: Philippines City: Pasig National Capital Region
Company Website: http://www.satelliteoffice.com/ Job Function: Customer Service
Company Industry/
Sector:
Outsourcing and Offshoring Consulting

What We Offer


About the Company

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