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Junior Customer Support Executive

Creata il 22-12-2017
Location London

Descrizione

Whilst Moneyfarm is a digital wealth manager, an integral part of our business is our dedicated customer support team.
To ensure our investors get the best possible experience, we have a team of consultants who are there to provide information and support on three key areas:
- Digital wealth management generally - talking customers through the concept and its position in the investment management landscape
- Our product - providing customers and prospective customers with information on our product and how Moneyfarm differs from peers
- Investments - explain how our asset allocation and investment teams invest our customers savings and providing updates on our investment views
Responsibilities
  • Managing customer relationships
  • Providing the highest level of customer support on the three key areas mentioned above, through inbound and outbound phone calls, emails and webchat
  • Ensuring that customers have a smooth experience when joining the platform and have access to any information they require
  • Helping customers fully understand the services that Moneyfarm provides alongside competing offerings
  • Consistently improving knowledge of Moneyfarm’s platform to support customers and help them navigate the system
  • Be a spokesperson for the customer by feeding back any comments or concerns to the manager or the product and marketing teams
  • Explain our views on market developments and provide updates on individual customers portfolios
  • Document all customer contact in our database
  • Work with the wider team to improve and develop processes to improve the customer experience
  • Contact potential customers who have signed up in response to marketing
  • Requirements
  • Excellent customer service skills and experience
  • Commercial experience in a Financial Services environment
  • Passion for Digital or Financial Technologies
  • Excellent organisational skillsTech-savvy with the ability to pick up and explain technologies/systems quickly
  • Solid communication skills and strong ability to build rapport quickly
  • Comfortable and confident in telephone based customer service
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