Customer Support Specialist
8.0/10
InvestEngine
$51,750 – $86,250 USD
Remote
mid
10 days ago
fintechsupportMS OfficeZendesk
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Description
What you'll do
- •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
Conditions
- •Impact from day one — You’ll take on meaningful work from the start, tackling real challenges that drive the stability, efficiency, and growth of our business.
- •Room to grow — As we scale, you’ll have opportunities to expand your responsibilities, influence how we work, and help shape our long-term direction.
- •Transparent and open culture — We share decisions openly, keep communication channels clear, and encourage collaboration across every part of the business.
- •Supportive, high-calibre team — Work alongside talented professionals who are experts in their fields — smart, driven, and generous with their knowledge.
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)
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