Complaints Specialist (Investments)

X4 Technology; United Kingdom; Remote; GBP 28,000 - 35,000; Full time

Job summary

A leading investment platform seeks a Complaints Specialist (Investments) to enhance client satisfaction through effective complaint resolution. In this role, you will handle and investigate customer complaints, ensuring alignment with FCA regulations. Ideal applicants will have a background in finance and proven experience in complaint management within the financial services sector.

Qualifications

• Minimum 2 years experience in complaints handling within financial services.
• Strong knowledge of FCA regulations and procedures is essential.
• Ability to work independently in a remote setting.

Responsibilities

• Own the end-to-end complaint process ensuring effective resolution.
• Investigate root causes and implement corrective actions.
• Ensure compliance with FCA regulations and maintain accurate records.

Skills

Communication

Interpersonal Skills

Regulatory Compliance Knowledge

Problem Solving

Education

Bachelor's degree in Finance, Business Administration, or related field

Tools

CRM System

Job description

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Role: Complaints Specialist (Investments)

Location: United Kingdom, remote

Base Salary: up to £35k DOE

X4 Technology are partnered with a leading investment platform in London who are founded by a renowned entrepreneur. Their platform offers DIY and managed investment portfolio options including Exchange-Traded Funds with unmatched value, choice, insights and automation. As part of ther continued journey, they're offering the opportunity for a Complaints Specialist (Investments) to join their team.

As a Complaints Specialist, you will play a key role within their customer service team, focusing on the efficient and effective resolution of client complaints. You will be responsible for ensuring all cases are managed in line with regulatory requirements, delivering fair and satisfactory outcomes for their clients.

Key Responsibilities of the Complaints Specialist (Investments):

• Own the end-to-end complaint process, ensuring a thorough and empathetic resolution.
• Investigate root causes by gathering all relevant information and documentation.
• Partner with internal teams to resolve issues and implement corrective actions.
• Ensure compliance with FCA regulations and internal policies.
• Maintain accurate complaint records in the CRM system.
• Identify trends to support continuous improvement efforts.
• Provide regular complaint reports and insights to management.

Key Requirements of the Complaints Specialist (Investments):

• Bachelor's degree in Finance, Business Administration, or a related field.
• Minimum of 2 years experience in a complaints handling role within the financial services industry.
• Experience working with UK-based clients in the investment sector.
• Strong knowledge of FCA regulations and complaint handling procedures.
• Excellent communication and interpersonal skills, with the ability to handle sensitive situations professionally.
• Ability to work independently in a remote setting, demonstrating self-motivation and discipline.

If you have the experience required, please apply for immediate consideration!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service and Finance

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