Client Services Representative

Moneyfarm; Preston; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Health Insurance and wellness plan

Fee‑free investments

Incentive scheme

Career development opportunities

Training opportunities

Regular office social events

Friendly culture

Job summary

Moneyfarm is seeking an experienced Customer Service Representative to join our team in Preston, UK. This full-time role requires a proactive individual with a strong background in customer service, able to handle complex queries independently. The ideal candidate should possess excellent communication skills, attention to detail, and the ability to thrive in a fast-paced environment. Key benefits include health insurance, career development opportunities, and a friendly team culture.

Qualifications

• Proven experience in a customer service role.
• Strong track record of handling inquiries across phone, email, and/or live chat.
• Previous experience in fintech or wealth management.
• Ability to manage time effectively in a fast-paced environment.

Responsibilities

• Handle customer inquiries independently and collaboratively via multiple channels.
• Deliver exceptional customer service by addressing queries efficiently.
• Maintain accurate records of customer interactions.
• Work closely with team members to resolve complex queries.

Skills

Customer service experience

Communication skills

Organizational skills

Problem-solving mindset

Attention to detail

Education

Minimum 2:1 degree

Job description

About the role

We are looking for an experienced and proactive Customer Service Representative to join our team on a full‑time basis. The role requires a strong background in customer service and the confidence to take ownership of complex queries and internal support needs. You will support both in‑office and remote teams, ensuring smooth day‑to‑day operations and delivering outstanding service to our clients. You should bring sound judgement, initiative, and a solutions‑oriented mindset, thrive in a fast‑paced, collaborative environment, and mentor less experienced team members.

Key Responsibilities

• Handle customer inquiries independently and collaboratively via multiple channels including email, phone calls, and live chat.
• Deliver exceptional customer service by addressing queries efficiently, empathetically, and professionally.
• Ensure all customer interactions are responded to in a timely and accurate manner.
• Maintain a positive, solutions‑focused approach to support customer satisfaction and retention.
• Keep accurate records of customer interactions and follow up on outstanding issues when necessary.
• Work closely with team members and other departments to resolve complex queries and improve overall service quality.

Qualifications and Skills

• Proven experience in a customer service role with a strong track record of handling inquiries across phone, email, and/or live chat.
• Previous experience in fintech or wealth management.
• Strong organisational skills and the ability to manage time effectively in a fast‑paced environment.
• Excellent verbal and written communication skills, with a customer‑focused and empathetic approach.
• A proactive, solutions‑oriented mindset with a “can‑do” attitude.
• High attention to detail and the ability to multitask while maintaining quality and accuracy.
• Professional, approachable demeanour and a consistently positive attitude.
• Dependable, punctual, and committed to delivering high‑quality service.
• Able to work independently while contributing effectively as part of a team.
• Discretion and an understanding of how to handle sensitive or confidential information appropriately.
• Minimum 2:1 degree.

Benefits

• Health Insurance and wellness plan.
• Fee‑free investments on the Moneyfarm platform.
• Incentive scheme.
• Career development opportunities.
• Training opportunities.
• Regular office social events.
• Happy and friendly culture.