Remote Customer Success Associate – WealthTech

Capitect, Inc.; Poland; Remote; PLN 159,574 - 230,496; Full time

Job summary

A growing wealth-tech startup is seeking a Customer Success Associate to support independent wealth management firms. This fully remote role involves addressing user inquiries, enhancing the online knowledge base, and conducting training sessions. Ideal candidates will have a college degree and 2-5 years in customer support, alongside strong communication skills and a keen interest in finance and technology. The role includes occasional travel to industry conferences.

Qualifications

• 2-5 years of customer support experience preferred.
• Experience with Zendesk or similar support tools is a plus.

Responsibilities

• Respond to support issues from users via multiple channels.
• Expand and update the online knowledge base with articles.
• Lead online training sessions for users.
• Gather and document user feedback for feature requests.
• Proactively communicate with existing users.
• Travel to industry conferences occasionally.

Skills

Strong written and verbal communication skills

Ability to work under changing or unclear priorities

Knowledge in finance and technology

Education

College graduate

Job description

A growing wealth-tech startup is seeking a Customer Success Associate to support independent wealth management firms. This fully remote role involves addressing user inquiries, enhancing the online knowledge base, and conducting training sessions. Ideal candidates will have a college degree and 2-5 years in customer support, alongside strong communication skills and a keen interest in finance and technology. The role includes occasional travel to industry conferences.