Who we are: We’re a pan-European digital wealth manager with 130,000 active investors (growing fast) and over €5 billion invested on our platform. With 220 people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London. Mission To provide investment solutions and advice to protect and grow client wealth through time. Our Core Values: We’ve built our business on three Principles: Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else. Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact. Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream What this means in practice: At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most. Responsibilities Assist customers through each stage of their investment journey by helping them understand and make the most of Moneyfarm’s unique value proposition and responding to their questions and requests. Provide support to investment consultants with customer-related administrative tasks Proactively identifying opportunities for Moneyfarm to provide additional value to customers during interactions and escalating relevant opportunities to investment consultants. Continuously improving own knowledge and understanding of the product and platforms. Share customer feedback to team members and escalating issues to relevant departments Document all customer interactions in our database. Handle inbound/outbound customer requests via phone, email and chat. Demonstrate a passion for customer service and a willingness to go the extra mile to ensure customer satisfaction. Ability to balance building relationships with your customers whilst ensuring meticulous attention to detail Confident and personable when interacting with clients. Proven talent for identifying and escalating potential revenue opportunities that arise during client interaction. Excellent organisation and prioritisation skills. Self-starter and multi-tasker, able to manage workloads with high accuracy. Reporting directly to Head of Client Services UK Requirements Must have 1-3 years of customer service experience. Strong written and verbal communication skills. A passion in startups and a desire to build a career in the Financial Services industry. Good knowledge of Moneyfarm’s offerings What we expect from you Interest in wealth management and technology. Excellent organisational skills. Digitally savvy and eager to learn. Positive ‘can-do’ attitude and ability to be a team player. Initiative, strong problem-solving skills, and a desire to have an impact Additional Information: Hybrid working model (not fully remote). Benefits Health Insurance, Wellness plan Pension plan Fee free investments on Moneyfarm platform Regular office social events Happy and friendly culture