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Customer Support - Intern for 3 to 6 months

Creata il 17-12-2020
Ort London

Beschreibung

Who we are:We’re a pan-European digital wealth manager with 50,000 active investors (growing fast!) and over £1.2 billion invested on our platform. With 130+ people across 4 offices in Italy, Germany and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London. Mission:To provide investment solutions and advice to protect and grow client wealth through time.We are now looking to add an enthusiastic customer support executive to our team.Our core valuesWe’ve built our business on three Principles:- Relationships are our first assetWe’re one team, built on trust, honesty and transparency. We value our relationships above all else.- Trust drives successWe give each other the space to grow. We empower our employees to succeed, so they can make a real impact.- Our customers dream big, just like usWe see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream. What this means in practice:At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most. About the roleWe are now looking for an enthusiastic and eager to learn Intern to assist the Investment Advisory team across clusters of activities and provide support to senior colleagues on customer related administrative activities, including following up on pension transfer documentation, verifying bank statements, sending system emails, and updating client details on the platform.  This is a great opportunity for someone aiming to start their career in financial services as you will have the chance to touch most of the steps of clients' investment journey and learn about our product and platforms.   What you will be doing:- Providing investment consultants with support on customer related administrative activities, including following up on pension transfer documentation, verifying bank statements, sending system emails, and updating client details on the platform- Support our customers by helping them make the most of Moneyfarm’s unique value proposition and responding to their questions and requests- Passing on customer feedback to team members and escalating issues to relevant departments - Documenting all customer interactions in our database. What we expect from you:- Fluent in English (writing and speaking)- Interest in wealth management and technology- Degree in Economics or similar-  Sharp, eager to learn and to have an impact- Digitally savvy- Excellent organisational skills- Ability to accurately perform tasks in a timely manner   
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