At Ecotrust, thousands of users rely on our products and content every day to make better financial and investment decisions. We are looking for a Customer Experience Specialist who can support users, build trust, and help deliver an outstanding customer experience.

Responsibilities

• Respond to user inquiries through various communication channels.
• Guide users in utilizing Ecotrust’s products and services effectively.
• Address financial and investment related questions within the framework of the company’s policies and approved knowledge resources.
• Investigate, categorize, and follow up on user requests, issues, and feedback.
• Communicate user needs, concerns, and insights to Product, Research, Operations, and Marketing teams.
• Contribute to improving customer support processes and the overall user experience.
• Maintain and expand the knowledge base by documenting frequently asked questions and recurring issues.
• Ensure user concerns are fully resolved through effective follow-up and ownership.

Requirements

• Good understanding of personal finance, investing, and wealth management concepts.
• Previous experience in financial services, investment firms, brokerage companies, banking, insurance, fintech, or related industries.
• Strong communication and interpersonal skills.
• Excellent problem solving and follow up abilities.
• Ability to explain complex concepts in a simple and user friendly manner.
• High level of responsibility, attention to detail, and organizational skills.
• Ability to collaborate effectively with cross functional teams.

Preferred Qualifications

• Previous experience in Customer Support, Customer Success, or Customer Experience roles.
• Familiarity with financial markets and investment products.
• Experience working in fintech companies or startup environments.
• Experience with CRM systems and customer relationship management tools.

If you enjoy helping people, have a strong interest in finance and investing, and want to play a meaningful role in improving the experience of investors, we would love to hear from you.