Customer Success (CX) Specialist
Core
Deliver seamless customer experiences and ensure operational accuracy across customer service, banking, and compliance for an investment platform.
Role type
Customer Success Specialist (Financial Services Operations)
Builds
The Hatch investment platform experience for Kiwi customers
Domain
Financial Services / Retail Investing / Compliance
Required skills
Customer service, Onboarding support, Banking operations, Customer verification (KYC/CDD), Transaction monitoring, Process improvement, Cross-functional collaboration, Data analysis
Preferred skills
Financial services experience, Retail investing knowledge, Problem-solving, Attention to detail, Adaptability
Technologies
Spreadsheets
Responsibilities
Provide exceptional customer support and answer questions, Champion new customer onboarding, Complete banking activities and share transfers, Perform customer verification including KYC and passport checks, Support transaction monitoring and regulatory compliance, Collaborate with internal teams to deliver customer outcomes, Capture and share customer feedback to improve the platform, Identify opportunities for process simplification and efficiency