About the Role
- Provide exceptional customer service through email and phone communication
- Help our clients use our product better through online tools and resources
- Work with our operations teams to resolve client issues
- Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
- Assess client information and approve fund transfers
- Assist clients in understanding asset allocation and explain investment risk profiles
- Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions.
About You
- 2+ years of experience in fintech, consulting or related fields
- Experience in a client facing role is preferred
- Strong communication skills; able to explain complicated concepts to clients as well as team members
- Able to partner with multiple stakeholders, including other teams and senior executives
- Comfortable with being independent and learning new concepts quickly
- Excited about our mission statement
- Passion for delighting clients and achieving performance goals, both internal and for clients
About Alderton Rowe
At the heart of every great change is a great human. Every day our team is doing incredible things by working together to pursue our shared purpose–to deliver on the promise of technology and human ingenuity.
Come be part of our team–bring your ideas, ingenuity and determination to make a difference, and we’ll solve some of the world’s biggest challenges.
Across industries and around the globe, we work with exceptional people and leading companies—using advanced technologies to create value for our clients, people and communities.
Join us and help our clients become the next and best versions of themselves.