Client Experience Analyst

Location: Singapore
Discipline: Business Operations
Job type: Permanent
Contact email:
Job ref: 307630
Published: 23 days ago

About us
Endowus is Asia’s leading fee-only wealth platform. Headquartered in Singapore, we are the first digital advisor to span both private wealth and public pension savings (CPF & SRS), helping everyone grow all their money with expert advice, institutional access to financial solutions, low & fair fees, and a delightful personalized digital wealth experience. 

Our clients entrust us with a responsibility that goes far beyond technology or financial markets - they entrust us with their wealth - their livelihoods and ambitions of a better future for themselves and their loved ones. Our mission is clear: help people invest better so they can live easier today, and better tomorrow. 

The people you will work with The team has deep domain knowledge in finance and technology, bringing together decades of experience at Goldman Sachs, Morgan Stanley, UBS, Credit Suisse, The Blackstone Group, AQR, Grab, Dropbox, Lyft, Redmart, Carousell, Bytedance, Grab, Kakao, Alibaba, and more. See our leadership team here. We treasure our diversity in background and experience, and we look for people who share our belief in our clear mission.  

Investors, recognition, licensing Endowus is backed by UBS, Samsung Ventures, Singtel Innov8, and global leading venture capital firms Lightspeed Venture Partners and SoftBank Ventures Asia.

Endowus has been recognised by the industry with the following awards: Singapore’s Rising Star and Fintech Innovation (Asia Asset Management’s Best of the Best Awards 2021), and WealthTech of the Year (Asia FinTech Awards 2021).

Endowus is licensed by the Monetary Authority of Singapore (MAS).
About this role; responsibilities & ownership

  • Client-centric: You will be on the front lines, communicating with prospective and current clients, and delivery the best client experience via multiple channels including phone, email, Zoom.

  • Financial advisory: Advise clients and conduct personal consultations on their investment and financial needs

  • Guide clients on our investment solutions, how to use our tools and platform, and administrative matters. 

  • Share the voice of the client to the broader company, offering insights to all areas of the business to help build a better product and experience 

  • Collaborate with internal teams, e.g. Product Operations and Investment Office, to improve the client experience

Requirements & qualifications

  • Professional written and verbal communication skills, patient and pleasant demeanour. You will interact with many clients each day via different channels (phone, email, chat). You are expected to communicate effectively with our clients and empower them to feel confident about using Endowus.

  • Teamwork is key. We believe in building a supportive environment that fosters a sense of belonging for all of our team members.

  • Organised, meticulous and pays attention to details.

  • Adaptable – you will face new challenges on a daily basis. You need to be intellectually agile and comfortable with ambiguity to thrive in a dynamic environment.

Nice to haves

  • Experience working in financial services is helpful but not a must.

Benefits & perks

  • Stock options in a fast growing company *

  • Flexible working hours and locations so you can live life and your best work - you are trusted to be responsible

  • Medical insurance (with dental!) *

  • The opportunity to work with smart, curious, deeply caring people

  • We care about your health and productivity: 

    - Omnidesk Standing Desk

    - 32 inch or 42 inch 4K Dell UltraSharp USB Type-C Monitor

    - Multiple-choices of high-end mechanical keyboards, mouses and ergonomic chairs

    - Apple/PC equipment

    - S$250 budget for your favourite hardware to boost productivity *

    - S$20 budget for weekly team lunch

    - Regular team outings (before COVID-19)

  • Employee discount for investing at Endowus; All the investment advice and help you may ever need (books, reports, access to investment professionals)

  • Market competitive total compensation package

  • A shelf full of books from Personal Finance to Software Engineering

  • Awesome office view and cosy environment at 158 Cecil Street (ex-Airbnb Office) yet everyone works hard

Note: * is only applicable to Full-Time employees