Meet the guts of VIAINVEST with our newest weblog, that includes an interview with Investor Help Staff Lead Irina Jakupova. Uncover the dedication and technique behind the scenes as Irina shares insights into the position of investor help, her journey with the corporate, and the strategy that units VIAINVEST aside in guiding buyers’ journeys.
The philosophy behind excellence in investor help
The core philosophy of VIAINVEST’s Investor Help crew is constructed on a mix of individuality and teamwork. Every crew member has the autonomy to make selections independently. Nevertheless, this independence is complemented by a robust help community throughout the crew. If there’s ever uncertainty, crew members are inspired to ask questions and search a second opinion as a result of it’s higher to double-check than to appropriate errors later.
Moreover, we place nice significance on common conferences within the workplace. I insist on gathering within the workplace no less than as soon as per week to take care of face-to-face interactions and foster crew spirit, permitting us to know one another’s emotions really.
From banking to fintech: Irina’s journey to VIAINVEST
Becoming a member of VIAINVEST has been an intriguing chapter in my profession, unfolding nearly by likelihood just below two years in the past. My path was marked by a major transition from a 16-year-long profession in banking, the place I served as a non-public banker. This position gave me a deep understanding of shopper relations. The banking methods had been completely different, involving extra face-to-face interactions and frequent journey for conferences. Speaking with top-level shoppers introduced an enchanting expertise. Upon arriving at VIAINVEST, my background in customer support and a radical data of AML (Anti-Cash Laundering) and KYC (Know Your Buyer) rules geared up me effectively for this new position. I used to be used to the strict necessities within the conventional banking sector, so adjusting to the completely different paces and adaptability of VIAINVEST’s enterprise mannequin was a refreshing expertise. I take pleasure in being on the intersection of shopper interplay and firm processes, navigating the nuances of each. Really, I discover nice satisfaction in what I do right here at VIAINVEST.
Behind the scenes with investor help
Mondays at VIAINVEST’s Investor Help Staff are more difficult attributable to a surge in funds needing processing and a spotlight. There are weeks when, by coincidence, comparable conditions recur a number of instances, giving the week a selected focus, equivalent to “fee week” or “doc week.” A typical day inside our crew is structured round particular duties; Our investor Help Specialist handles AML documentation and shopper communications by way of chats and emails. Our Main Investor Help Specialist takes cost of economic transactions, a job that carries important duty. As talked about, Mondays are significantly busy processing paperwork and funds collected over the weekend. My position includes overseeing the week’s duties, together with doc processing and inner affairs. By Friday, we make sure that all routines are set for the weekend, sustaining preparedness for the week forward.
Most regularly requested, FAQ’s
Traders generally categorical issues about their investments. Each day inquiries usually contain sensible issues like misplaced passwords or points associated to accessing the platform from outdoors the European Union.
Main via challenges
One in every of my core beliefs in main the Investor Help Staff is that we can’t “eat an elephant in a single chunk”; as an alternative, we sort out it piece by piece. When confronted with challenges, we break these conditions into manageable segments and delegate duties throughout the crew and administration, prioritising accordingly. There are days when the whole lot appears to demand fast consideration and others when duties from yesterday nonetheless await completion. Sustaining a pleasant environment inside our crew is essential, particularly when navigating difficulties. Approaching challenges with a way of humour lightens the temper and fosters a supportive crew atmosphere.
Guiding buyers each step of the way in which
It might appear to be a small element, however these particulars matter drastically—when a shopper wants assist finishing the id verification course of, we typically contact them straight by cellphone. Our crew dedicates time to guiding them step-by-step via the method, both over the cellphone or via e mail. We’re ready to make calls, write detailed directions, and even translate from a number of languages.
Suggestions as a driver for innovation
Our shoppers are very smart and well-informed, usually offering suggestions that shines a lightweight on areas for enchancment, equivalent to gaps in info or technical points like difficulties downloading recordsdata. We take this suggestions severely, guaranteeing it’s communicated with our IT division for motion. As an illustration, there’s presently a requirement for two-factor authentication, and we’re actively engaged on implementing this characteristic. We additionally keep a system that collects shopper inquiries, which we repeatedly current to administration. This course of ensures that shopper suggestions straight informs our service enhancements.
The position of expertise in enhancing help
Expertise, significantly via the web and our inner software program methods, is pivotal in enhancing our help to VIAINVEST’s buyers. Our IT crew repeatedly updates these packages to fulfill customers’ wants and the market’s calls for.
The essence of crew dynamics
The key ingredient to our crew’s dynamic is a balanced mixture of mindfulness, consideration to element, and empathy. The power to empathise with shoppers’ conditions, coupled with multilingual communication expertise, a cool head, a optimistic angle, and the capability to not take complaints personally, units our crew aside. An enormous thanks to my crew for embodying these values day-after-day!
Steering for brand spanking new buyers
For these embarking on their funding journey with VIAINVEST, my recommendation is to take a second to sit down down calmly, learn the whole lot completely, and consider rigorously. Begin with the auto-invest characteristic to ease into the method. Be happy to contact our help crew with any dislikes or points. Our crew is right here to help you each step of the way in which, guaranteeing a clean begin to your funding journey.
Tips on how to join with help
For buyers searching for to contact VIAINVEST’s Investor Help, the strategy will depend on the character of their inquiry. Our chat characteristic is essentially the most environment friendly route for fast questions requiring normal responses. Just be sure you have registered the right cellphone quantity for swift help via both help/information channels. For extra detailed inquiries, sending an e mail is beneficial. Inside a day or two, buyers can count on a complete e mail reply addressing their questions straight.
That’s it for the primary weblog in our “Meet the Staff” collection. We hope you loved it and realized one thing new.
Look out for the next ones!
Joyful investing, VIAINVEST
Disclaimer
That is advertising communication, not funding recommendation or funding analysis. Investments contain sure dangers and prices. Authorized details about SIA “Viainvest” and its companies is on the market right here: https://viainvest.com/en/firm/authorized
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