Vouch SA
digital insurance brokerage
SupportConsultant
“Support Consultant at Vouch SA. Skills: financial services experience, insurance experience, client support, communication skills, customer service capabilities. Assist financial advisors with administrative tasks, documentation, and compliance requirements.. Engage directly with clients when necessary to gather information or provide updates.”
What You'll Achieve.
deliver exceptional service to our clients; deliver exceptional client experiences
Industry & Context.
problem-solving abilities; Research and resolve account discrepancies or operational issues.
What They're Looking For.
Must Have
2+ years of experience in financial services or client support, industry related qualification in financial services, understanding of financial products and services, Excellent communication skills, both written and verbal, Detail-oriented with problem-solving abilities, Ability to maintain confidentiality and handle sensitive information, Exceptional customer service capabilities and the ability to deliver services in a personalized, friendly, and honest way, organizational skills and ability to prioritize multiple tasks, Patience and empathy when dealing with advisors and clients, Adaptability to changing priorities and regulatory requirements, Computer literate and excited to learn how to use new software programs
Nice to Have
insurance or banking preferred, preference for insurance experience (short and/or long term)
What You'll Do.
Assist financial advisors with administrative tasks
and compliance requirements.
Engage directly with clients when necessary to gather information or provide updates.
Engage new client leads to share our value proposition and offer friendly
honest and transparent service.
Research and resolve account discrepancies or operational issues.
Answer client queries as they arise and deliver exceptional client experiences.
Maintain comprehensive records of all advisor interactions and support requests.
Collaborate with other departments to address complex advisor or client needs.
Stay current on industry regulations
and product offerings.
How You'll Work.
Team & Collaboration
Collaborate with other departments to address complex advisor or client needs.
Communication Scope
Excellent communication skills, both written and verbal; Exceptional customer service capabilities and the ability to deliver services in a personalized, friendly, and honest way; Patience and empathy when dealing with advisors and clients
Applying for this Support Consultant role?
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How to Apply on Ashby
- Ashby is a fast modern ATS — most applications take under 3 minutes.
- The resume parser is strong; verify parsed experience dates and job titles.
- Custom screening questions are often scored algorithmically — answer completely.
- Location field affects geo-based screening; use your actual metro area.
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What do employees actually say about Vouch SA?
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