Handle inbound customer inquiries via phone in English and French, troubleshooting financial software issues.
Educate users on product features and identify upsell opportunities to enhance platform value.
Apply de-escalation techniques while navigating multiple systems to document interactions accurately.
Jobgether uses AI-powered matching to review applications for partner companies. They process personal data for candidate evaluation and share relevant information with hiring employers.
Act as primary point of contact for clients, handling inquiries via email, live chat, and phone calls within SLAs.
Provide excellent customer support by identifying needs and solving tasks individually, while liaising with internal teams.
Maintain product knowledge, contribute to side projects like FAQ upkeep, and communicate feedback with management.
EXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure. As a rapidly expanding global firm with over 700 talented employees from 70+ nationalities across 70 locations, we prioritize investing in our people.
Handle tier 1 customer inquiries about payment cards, account updates, and general servicing.
Process card activations, payment support, and account changes using guided workflows.
Escalate complex cases and ensure accurate data entry in client systems.
Jobgether uses an AI-powered matching process to connect candidates with hiring companies. They operate a collaborative, inclusive, and international work environment with clear processes and career growth opportunities.
Act as the go-to partner for a portfolio of French and UK clients, driving platform adoption through onboarding, best practices, and bespoke solutions.
Own retention and engagement through regular check-ins, actionable insights, and timely follow-through, identifying opportunities for renewals and expansion.
Collaborate with Account Managers to co-own client success plans, delivering strategic insights and feeding client voice back into product and leadership.
Adthena is an award-winning search intelligence platform powered by patented AI technology, helping brands dominate competitive landscapes with insights into paid search. Trusted by global brands like Citibank and L'Oréal, the company has a strong culture with a 93% approval rating and an eNPS of 27.
Act as front-line interface with US customers, responding over the phone and resolving inquiries.
Maintain customer experience and provide the best image of the company.
Provide excellent customer service, solve customer concerns, and sell client products and offers.
Sutherland specializes in AI, automation, cloud engineering, and advanced analytics to drive digital transformation for global brands. The company has developed 363 independent inventions, including 250 AI-based solutions, focusing on digital engineering and business process excellence.
Contact qualified leads generated by Fisher's marketing group to evaluate high-net-worth prospects' financial goals.
Educate prospective clients on Fisher's offerings to help them become clients.
Manage your business remotely while covering a local territory within driving distance.
Fisher Investments Canada is a privately held, multi-billion dollar global investment firm active in over 16 countries. The company prioritizes client goals and offers a collaborative culture with a focus on results and long-term success.
Act as primary client contact, manage service enquiries, and build strong client relationships via phone, email, and virtual meetings.
Prepare and implement financial plans using eMoney, manage client accounts on the Charles Schwab platform, and maintain CRM records.
Coordinate with the Financial Advisor to ensure outstanding service, handle planning tasks independently, and streamline internal processes.
Assist World is an outsourcing company that connects global talent with US-based firms. They offer a fully remote work culture with a focus on trust and performance.
Deliver exceptional customer service across phone, chat, and email, building strong rapport and taking full ownership of issues.
Actively listen to understand root causes, communicate empathetically, and turn dissatisfied customers into loyal advocates.
Collaborate with internal teams, document interactions accurately, and contribute to continuous improvement through customer insights.
Finom is a European tech startup offering an all-in-one financial B2B platform integrating banking, accounting, and invoicing. With around 800 employees, the company has raised $346 million and fosters an innovative, start-up culture that empowers employees to make a real impact.
Review and evaluate AI-generated text for linguistic accuracy, grammatical correctness, and cultural appropriateness.
Identify issues and provide high-quality rewritten responses to improve language outputs.
Develop natural prompts and responses in the target language to enhance conversational datasets.
Welo Data, part of Welocalize, is a global AI data company that delivers high-quality, ethical data to train advanced AI systems. They have a diverse community of over 500,000 contributors in 100+ countries and offer flexible, remote project opportunities.
Provide world-class customer service to clients and resolve questions or concerns.
Strategically partner with installers to improve the customer experience and manage project pipelines.
Analyze data, spot trends, and conduct due diligence checks and fraud investigations.
GoodLeap is a technology company providing financing and software for sustainable home solutions like solar panels and energy-efficient HVAC. With over 1,000 employees and a platform facilitating $30 billion in financing since 2018, they emphasize a collaborative culture and support the nonprofit GivePower.
Provide delightful, accurate, and timely support to members navigating the French healthcare system and B2B partner needs.
Spend 80% of time on member support and 20% on innovative Care projects tailored to your expertise.
Lead process improvements, mentor team members, and drive cross-functional initiatives to enhance care delivery.
Alan is building a new standard in prevention insurance by integrating insurance, prevention, and care into a single user experience. With over 800 employees and serving 1M+ members, Alan fosters a unique culture focused on making healthcare proactive and accessible.
Respond to investment executive and client needs, concerns, and questions.
Assist in account opening process and maintain electronic client files.
Provide highest level of service and ensure accuracy in transactions.
Osaic is a financial services firm that supports over 11,000 Financial Professionals across the country. The company offers a collaborative and entrepreneurial culture focused on providing best-in-class service to clients.
Run discovery calls and product demos independently with senior stakeholders including Chairs, CEOs, and board members.
Build and manage a pipeline of qualified opportunities across KSA through inbound referrals, network contacts, and outbound prospecting.
Represent Board Intelligence at client offices, events, and roundtables in Riyadh and the wider KSA market.
Board Intelligence is a technology and advisory firm making boards more effective through AI-powered platforms and advisory work. Trusted by over 80,000 directors globally, including Fortune 500 and FTSE 100, the company is growing fast backed by K1 Investment Management.
Lead, mentor and develop a team of client service associates, setting clear performance expectations and conducting regular reviews.
Manage team workload, coverage and cross-functional collaboration to ensure responsive, consistent service across all clients and time zones.
Foster a culture of accountability, continuous improvement and client-first thinking.
EXANTE is a pioneering wealth tech company that delivers centralized trading solutions and B2B financial infrastructure. With over 700 employees from 70+ nationalities across 70 locations, it is a rapidly expanding global firm in the financial sector.
Label, annotate, and evaluate Arabic photos, graphics, videos, stickers, and designs for linguistic quality and cultural appropriateness.
Assess AI-generated content against Canva’s quality bar for Arabic-speaking users.
Build and maintain Arabic-specific datasets to support AI feature internationalization.
Canva is an online graphic design platform that enables users to create visual content like social media graphics and presentations. With thousands of employees globally, the company fosters a culture of innovation, collaboration, and inclusion.
Lead and develop a team of Client Success individual contributors to drive revenue, retention, and partner satisfaction across English and French markets.
Manage strategic partner engagements, renewals, and escalations, coaching the team to navigate complex scenarios with confidence.
Collaborate cross-functionally with Business Development, Marketing, Data, Finance, and Operations to optimize workflows and inform strategy.
Maple is Canada's leading on-demand healthcare platform, connecting patients with licensed doctors, nurse practitioners, and specialists. With over 8 million patients and 7,000 business partners, the company fosters a culture of bold thinking and purpose-driven impact.
Evaluate social media posts to identify quality and credibility of information.
Provide constructive feedback to enhance content trustworthiness.
Operate a personal social media account for validation purposes.
CrowdGen by Appen works to elevate the standards of information shared on social media. They are a project-based platform connecting independent contractors with AI training tasks globally.
Develop, revise, and present financial plans through planning software, specializing in retirement, risk management, tax, estate, and investment planning.
Partner with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process.
Mastery of technology stack including CRM and custodian websites, and serve as day-to-day contact for client needs.
Focus Partners Wealth offers wealth, asset, and business management services, supporting clients at every stage of life. With over $180 billion in regulatory assets under management, the firm uses research-backed investment strategies to create custom portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Serve as the primary relationship manager for a portfolio of VIP clients, delivering a personalized, best-in-class experience across Binance's ecosystem.
Build strong one-on-one relationships by understanding trading behaviors and business needs, driving retention and wallet share growth through proactive account management.
Partner with internal teams to advocate for client needs, resolve issues efficiently, and enhance the overall VIP client experience.
Binance is a leading global blockchain ecosystem behind the world's largest cryptocurrency exchange by trading volume and registered users. With over 300 million users in 100+ countries, the company fosters a results-driven, innovative culture with a flat structure and opportunities for career growth.
Manage client workflows and tasks in Dubsado CRM for bridal clients.
Handle email communication and customer service for brides throughout their journey.
Perform invoicing and bookings management using Asana and Slack.
Wing is a company on a mission to redefine the future of work, offering a one-stop shop for companies to build world-class teams and automate operations. It is a remote-first organization with a supportive culture and opportunities for growth.