Customer Service Associate (B2B & B2C)

ADDX; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A private market investment platform in Singapore is seeking a Customer Service Associate to support B2C and B2B client onboarding and ensure excellent customer experiences. The role involves responding to inquiries, resolving operational issues, and maintaining accurate customer records. Candidates should have at least 3 years of experience in customer service, preferably in the financial sector, and must possess strong communication and analytical skills. Fluency in English is required, and Mandarin is a plus.

Benefits

Dynamic work environment

Opportunities for growth

Involvement in innovative projects

Qualifications

• Minimum 3 years of experience in customer service, client onboarding, or a related role.
• Passion for delivering exceptional customer service and supporting client success.
• Proficient in written and spoken English; Mandarin proficiency is an advantage.

Responsibilities

• Support onboarding processes for B2C and B2B clients.
• Respond to customer inquiries through various channels.
• Investigate and resolve operational issues promptly.

Skills

Customer service

Active listening

Analytical skills

Problem-solving

Verbal communication

Written communication

Time management

Collaboration

Education

3 years of experience in customer service or client onboarding

Experience in financial services or fintech

Tools

Salesforce

Job description

Who are we?

We are ADDX, the entry point into private markets, and we aim to democratize private market investments. As a team, we strive to build a future where everybody can access financial ecosystems easily, fairly, and safely. Our team’s belief is that real economies benefit when capital flows freely and efficiently, especially in the private market space.

Why join us?

• We have built the world’s first fully regulated platform for digital securities, licensed by the Monetary Authority of Singapore (MAS).
• ADDX is a global private market exchange headquartered in Singapore. To date, ADDX has listed more than 60 deals on its platform and worked with blue‑chip names such as Hamilton Lane, Partners Group, Investcorp, Singtel, UOB, CGC‑CIMB, as well as Temasek‑owned entities Mapletree, Azalea, SeaTown and Fullerton Fund Management.
• The full‑service capital market platform has raised a total of US$140 million in funding since its inception in 2017.
• We are backed by companies such as Singapore Exchange (SGX), the Stock Exchange of Thailand (SET), Temasek subsidiary Heliconia Capital, Japan Investments Corporation, the Development Bank of Japan (DBJ), UOB, KB Securities, Tokai Tokyo Financial Holdings and Hamilton Lane.
• We are growing, and we are looking for talented individuals to join our team and take us forward as the leader of the private market. If you believe in a future of fair financial markets, just like we do, we’ve been waiting for you at ADDX.

Role Overview

The Customer Service Associate will support both B2C and B2B (Corporate) client segments, playing a critical role in delivering a seamless and high‑quality customer experience. This role serves as the primary point of contact for customers, supporting onboarding, account setup, operational queries, and ongoing client engagement.

The successful candidate will build strong client relationships, ensure efficient onboarding processes, resolve operational issues, and collaborate closely with internal stakeholders to drive customer satisfaction and operational excellence.

Key Responsibilities

Client Onboarding & Engagement (B2C & B2B)

• Act as the first touchpoint for newly onboarded individual and corporate clients.
• Welcome new clients and provide onboarding materials, including welcome kits.
• Guide clients through:
• Wallet setup
• Platform navigation
• Product offerings, fees, subscription processes, and secondary trading platforms
• Support B2B corporate account onboarding, including:
• Collection and verification of required onboarding documents
• Assisting clients with account setup and administrative requirements
• Coordinating with internal teams to ensure timely account activation
• Tag and hand over clients to the appropriate Client Account Manager once onboarding is completed.

Customer Support

• Respond promptly and professionally to customer inquiries via multiple channels (phone, email, chat, and digital platforms), excluding investment advice.
• Provide accurate information related to onboarding, account administration, and company policies.
• Support both individual and corporate clients with operational queries and day‑to‑day account matters.
• Assist Client Account Managers in resolving operational and administrative issues efficiently.

Issue Resolution

• Investigate, analyse, and resolve customer operational issues in a timely and effective manner.
• Collaborate with internal teams (e.g., operations, compliance, technical, and sales) to escalated and resolve complex cases.
• Maintain detailed and accurate records of customer interactions, actions taken, and resolutions.

Documentation & Reporting

• Maintain accurate and up‑to‑date customer records in Salesforce, including inquiries, documentation, feedback, and issue resolutions.
• Support reporting on key customer service metrics such as response time, resolution time, onboarding turnaround time, and customer satisfaction.
• Identify recurring issues, operational gaps, and improvement opportunities to enhance customer experience and efficiency.

Business Knowledge & Proactive Engagement

• Develop a strong understanding of products, services, onboarding workflows, and service initiatives.
• Keep updated on new features, enhancements, promotions, and regulatory or process updates.
• Proactively engage clients and identify potential sales or upsell opportunities for referral to the Client Account Management team.
• Provide structured feedback to the Head of Consumer Group and relevant stakeholders on client needs, trends, and improvement opportunities.

Continuous Improvement & Client Trust

• Continuously identify opportunities to improve onboarding, service processes, and customer experience.
• Build long‑term trust by demonstrating empathy, professionalism, reliability, and responsiveness.
• Proactively suggest process enhancements to improve efficiency and customer satisfaction.

Requirements

• Minimum 3 years of experience in customer service, client onboarding, or a related role.
• Experience in the financial services or fintech industry is preferred.
• Exposure to B2B / corporate client onboarding and account administration is highly advantageous.
• Familiarity with CRM systems, customer support tools, and ticketing platforms.
• Strong active listening skills with the ability to understand customer needs and deliver appropriate operational solutions.
• Passion for delivering exceptional customer service and supporting client success.
• Ability to remain calm, professional, and solution‑oriented in challenging situations.
• Strong verbal and written communication skills with the ability to convey information clearly and concisely.
• Strong analytical and problem‑solving skills, with the ability to adapt solutions to varying client needs.
• Excellent time management and organisational skills, able to manage multiple priorities in a fast‑paced environment.
• A collaborative team player who contributes positively to a cross‑functional working environment.
• Basic understanding of financial products, services, and digital platforms.
• Proficient in written and spoken English; Mandarin proficiency is an advantage.

Due to our limited capacity, we regret that only shortlisted candidates will be notified.