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Customer Support - Intern 6 months

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Moneyfarm

2mo ago

Applications are closed

  • Internship
    Full-time
    Off-cycle Internship
  • Customer Relations
  • London

Requirements

  • Fluent English verbal and written communication skills.
  • Professional written and spoken communication skills.
  • A degree in Economics or similar.
  • A passion for startups and a strong interest in building a career in the Financial Services Industry.
  • What we expect from you:
  • Excellent interpersonal skills and listening skills.
  • Digital savvy.
  • A self-starter and multi-tasker - while remaining responsible and detail-oriented.
  • Sharp, eager to learn, to have an impact, initiative taker and problem-solver.
  • Be a team player with a positive ‘can-doʼ attitude.
  • Excellent organisation and prioritisation skills.
  • Ability to accurately perform tasks in a timely manner.

Responsibilities

  • Providing investment consultants with support on customer-related administrative activities, including following up on pension transfer documentation, verifying bank statements, sending system emails, and updating client details on the platform
  • Support our customers by helping them make the most of Moneyfarmʼs unique value proposition and responding to their questions and requests.
  • Passing on customer feedback to team members and escalating issues to relevant departments
  • Documenting all customer interactions in our database.

Moneyfarm

Invest in your inner peace.

Finance
Industry
51-200
Employees
2011
Founded Year

Mission & Purpose

Moneyfarm makes personal investing simple and accessible. More than 100,000 investors know we’ve got over £2.6 billion working for them – with good-to-go portfolios, matched to their goals.