Customer Services Specialist - Nutmeg

Nutmeg Saving and Investment Limited; Scotland; On-site; GBP 25,000 - 35,000; Full time

Job summary

Nutmeg, a leading Digital Wealth Manager, seeks a Customer Services Specialist to engage with customers and provide exceptional support. The role emphasizes communication, problem-solving, and a passion for financial services while fostering an outstanding customer experience in a dynamic work environment.

Qualifications

• Previous experience in supporting customers/clients.
• Passion for Financial Services.
• Ability to multitask and think critically.

Responsibilities

• Act as the first point of contact for Nutmeg customers.
• Communicate with customers via phone, emails, and secure messages.
• Handle challenging conversations and complaints.

Skills

Communication skills

Empathy

Problem-solving

Job description

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Customer Services Specialist - Nutmeg, Midlothian

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Client:

Nutmeg Saving and Investment Limited

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

9eb8de5b2b53

Job Views:

50

Posted:

24.06.2025

Expiry Date:

08.08.2025

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Job Description:

Nutmeg, Europe’s leading Digital Wealth Manager with over £5 billion Assets Under Management and 230,000+ global investors, operates with the agility of a start-up within a leading financial institution. We're on a mission to ethically disrupt the UK financial services market, empowering our customers to maximize their money through our innovative mobile banking app and dedicated customer support. As a J.P. Morgan company, we focus on customer-centric offerings in investments and digital wealth management.

As a Customer Services Specialist within Nutmeg, you will be the first point of contact for both existing and new customers. Your role will be to provide an outstanding customer experience, ensuring all customer queries are addressed promptly. You will also identify opportunities to help customers achieve their financial goals and refer them to the relevant department within Nutmeg when necessary. This role offers the chance to work in a fast-paced, dynamic environment where your passion for financial services and excellent communication skills are highly valued.

Job Responsibilities

• Act as the first point of contact for Nutmeg customers, providing exceptional customer service and product knowledge to support their financial journey.
• Communicate with customers via phone calls, emails, and secure messages to provide timely, high-quality responses.
• Use soft skills to adapt your tone to each customer, creating a memorable experience and fully understanding their needs.
• Handle challenging conversations, including potential complaints, when necessary.

Required qualifications, capabilities, and skills

• Previous experience in supporting customers/clients.
• Passion for Financial Services, regardless of prior experience.
• Excellent communication skills, both written and verbal.
• Ability to work in a fast-paced, dynamic environment, multitask, and think critically.
• Empathy, problem-solving skills, and a passion for learning and self-development.