Financial Services Customer Care Specialist

Moneyfarm; City Of London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading digital wealth manager in London is looking for a proactive Customer Service Representative to enhance their customer care team. You will manage customer queries, provide technical support, and ensure client satisfaction in a fast-paced environment. Ideal candidates will have strong communication skills, attention to detail, and experience in customer service roles. The position offers the chance to grow within a reputable financial services company.

Qualifications

• Proven experience in a customer service role, ideally in financial services.
• Confidence to handle complex queries independently and collaboratively.
• Ability to work with little or no supervision as well as being part of a team.

Responsibilities

• Handle all incoming customer queries via phone, email, secure message and live chat.
• Deliver exceptional customer service promptly and professionally.
• Investigate and resolve customer dissatisfaction and escalate when necessary.

Skills

Strong organisational skills

Excellent verbal and written communication skills

Proactive problem-solving skills

Attention to detail

Customer-focused and empathetic approach

Education

Minimum 2:1 degree

Tools

CRM systems

Microsoft Office

Job description

A leading digital wealth manager in London is looking for a proactive Customer Service Representative to enhance their customer care team. You will manage customer queries, provide technical support, and ensure client satisfaction in a fast-paced environment. Ideal candidates will have strong communication skills, attention to detail, and experience in customer service roles. The position offers the chance to grow within a reputable financial services company.