Customer Service Specialist for a Fintech Platform

WebStreet is a US-based ground-breaking fintech startup that offers unique opportunities to invest in online businesses. In its 2 year existence, WebStreet’s investment portfolios have attracted $27M+in capital and delivered an impressive 15% cash-on-cash annual return.

As pioneers in fractional ownership of online business, we're creating an entirely new asset class that opens the $5T global e-commerce market to passive investors.

Joining WebStreet is an opportunity to join a revolution in fintech investing.

About the role

Your learning journey starts here! We are looking for a highly motivated and diligent Customer Service Specialist to join our Philippine team. As a CSR, you will be the first contact with WebStreet and work directly with different departments within the company, offering 5-star service. No calling or voice communication is required with customers.

Work with a group of talented individuals who value teamwork and collaboration and enjoy a flexible work environment that recognizes the importance of work-life balance, ensuring you can bring your best self to both your personal and professional life.

This is a full-time, remote position but in-person training and monthly meet-ups are required.

Responsibilities:

• Provide fantastic customer service to our prospects and investors through our Hubspot ticketing system.

• Should be able to answer questions about how Webstreet works. This may include discussions about the program terms, signing up on our platform, signing documents, and sending payments.

• Help investors who are stuck at any point in the process with the next steps.

• Work with Investment Advisors to track and organize scheduled sales calls.

• Help with Investment Analysts in updating Google Sheets (KYC, PnL, Acquisition tracking).

• Collect data to help improve our overall customer service processes.

• Maintain the accuracy of data across our CRM and operational spreadsheets.

• Communicate with colleagues via Slack messaging application.

• Attend weekly team calls via Slack or Zoom.

• Other general duties as assigned including data entry.

Qualifications:

• Strong English skills are a must.

• Quick learner, dependable, with strong attention to detail.

• Ability to multitask and meet deadlines.

• Can work on a flexible schedule.

• You must be highly motivated, goal-driven, and coachable.

• Experience working in a customer service role.

• Working computer with fast internet and a quiet place to work from.

Benefits

• Compensation - $650 USD/month starting salary with a possibility of a raise per year given excellent performance

• 13th month pay (biannual payment schedule)

• Additional $6.25 towards Philhealth/SSS

• Prepaid Health Insurance after 1 year

• A quarterly activity stipend allocated for non-work-related activities to foster a balanced lifestyle

• Work with a group of talented individuals who value teamwork and collaboration.

• Be part of projects that are engaging and meaningful.