Customer Support Specialist

🕒 May 12

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

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InvestEngine

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2019

💸 Finance

💳 Fintech

👥 B2C

💰 $3M Equity Crowdfunding - InvestEngine on 2023-03

Finance • Fintech • B2C

InvestEngine is an award‑winning, industry‑leading online investment platform that champions low-cost, long-term investing using exchange-traded funds (ETFs). Founded in 2016, it provides accessible, user-focused digital investment products and account management for individual investors, with emphasis on simplicity, low fees, and analytics-driven product design.

📋 Description

• Supporting customers with onboarding and information requests by communicating effectively in a professional manner • Performing Account Opening and Closing processing, including ISA Transfers • Supporting other client communication channels, like our Forum and social media • Knowledgeable about our service and able to explain that to customers in a simple but accurate way • Managing workflow queues and mailboxes • Undertaking prompt and appropriate action to address complaints • Working collaboratively with departments across the business • Ensuring that all client-service-related activities are fully in compliance with the processes and procedures for the firm's AML and KYC obligations • Understanding the regulatory requirements relating to Financial Crime, Advice, Complaints, and Treating Customers Fairly

🎯 Requirements

• Good command of English • Excellent communication skills, both written and oral • Ability to use own initiative and work independently • Advanced knowledge of MS Office, including Word and Excel • Procedure and controls mindset and identify improvements to processes • Experience of working with Helpdesk (we use Zendesk)

🏖️ Benefits

• Impact from day one • Room to grow • Transparent and open culture • Supportive, high-calibre team