Client Experience Associate, Investly
Core
First-line support for Investly app prospects and clients, guiding them from evaluation to onboarding and troubleshooting device/app issues.
Role type
Client Experience Associate (Digital Product Support)
Builds
Investly mobile application user adoption and retention
Domain
Financial Services / Digital Banking
Deliverable
client delivery
Required skills
Financial services client support, device troubleshooting (Android/iOS), data-driven metrics analysis, product feedback collection, issue escalation
Preferred skills
Digital product experience, custodial platform interaction, French language
Technologies
Android, iOS
Responsibilities
Interact virtually to address product questions and remove adoption barriers; Support client onboarding and troubleshoot device/application issues; Log suspected application bugs for the software team; Collect qualitative user feedback to drive product improvement.
Seniority
Mid-level, hands-on IC
