Customer Success Associate

About Borderless:

Borderless empowers individuals in India, the Middle East, and South-East Asia to globalize their wealth effortlessly. Our all-in-one platform lets you save and make payments globally while investing in the U.S., ensuring your money moves without limits. With Borderless, you can easily open and manage U.S. investment accounts. Our big data-driven insights help you track your portfolio, make smarter decisions, and uncover new opportunities-without drowning in complex research.

Beyond investing, Borderless offers a 3-in-1 financial solution:

• Multi-Currency Account - Save and hold funds in multiple currencies worldwide.
  

• Investment Platform - Invest exclusively in U.S. markets.
  

• Borderless Payments - Transfer money seamlessly across borders.
  

Backed by industry veterans, Borderless delivers a seamless, secure, and powerful financial experience for HNIs and retail investors alike.

What's the role?  We're looking for a Process Associate to join our Operations team and help our clients on their investment journey! If you're someone who loves chatting with people, troubleshooting issues, and ensuring things run smoothly, you'll thrive in this role. You'll be the first point of contact for our clients globally, answering their questions, assisting with onboarding, and helping them get the most out of the Borderless platform.

What you’ll be doing:

● Client Support Superstar: Be the go-to person for clients, helping them resolve technical or non-technical queries. Whether it’s over chat, email, or a phone call, you’ll be there to guide them.
● Onboarding Guru: Help new clients complete their onboarding process smoothly, ensuring all their data is correctly entered and their profiles are set up perfectly.
● Data Detective: Monitor client queries, dig into issues, and collaborate with internal teams to find solutions.
● Collaboration: Work closely with internal teams to suggest improvements for the platform, ensuring we’re always evolving and enhancing the client experience.
● Client-Focused Problem Solving: You'll need to think on your feet and provide quick, accurate resolutions. The customer’s happiness is our top priority!

Requirements

What are we looking for?

● Skills & Experience: Ideally, you’ve got 2-4 years of experience (preferably in financial services) and are great at handling customer queries over phone, email, or chat.
● Customer-Centric Mindset: You’ve got a natural ability to connect with people, solve problems, and make things happen quickly.
● A Team Player: While you’ll be working independently, you’re always ready to collaborate and learn with your team.
● Multitasking Pro: You can juggle multiple tasks, prioritize effectively, and keep your cool even in a fast-paced environment.
● Tech-Savvy: You’re comfortable with tools like MS Office (especially Excel) and can dive into data                                analysis and interpretation when needed.
● Adaptability: You’re flexible and excited to work in a fast-paced environment, adjusting to rotational shift timings as and when required.

Benefits

Why Borderless?

● A Global Impact: You’ll help people across Asia, the Middle East, and India unlock global investing opportunities.
● A Supportive Team: Work with smart, passionate colleagues who are as committed to your growth as you are to theirs.
● Exciting Growth: Be part of an innovative platform that’s changing how people invest globally - every day brings new opportunities!
● A Fun Environment: Work hard, play hard, and enjoy the dynamic culture of a startup that’s pushing the boundaries in fintech!