Moneyfarm
Moneyfarm
51 – 200 Қызметкерлер
B2CҚаржыФинтех
Moneyfarm — жеке инвестициялауды қолжетімді етуге бағытталған финтех және қаржылық қызметтер компаниясы. Оның платформасы инвестицияларды жоспарлауды, активтерді бөлуді, әл-ауқатты басқаруды және жеке қаржыны қолдайды, бұл ретте ETF-тер мен жинақтарға ерекше мән береді. Moneyfarm жеке қаржылық мақсаттарға негізделген бейімделген портфельдер құрады және 80 000-нан астам инвесторға қызмет көрсетеді; компанияның басқаруындағы активтер көлемі 2,2 миллиард фунт стерлингтен асады. Компания командасы технология, инвестиция және тұтынушыларға арналған қаржылық қызметтер тоғысында жұмыс істейді.

Customer Relationship Manager – London Hybrid

Lead Moneyfarm’s London-based customer service team, overseeing service delivery, Salesforce case management and Consumer Duty outcomes. Support digital wealth-management customers across phone, email and chat while improving operational performance.

Сипаттама

  • Lead, coach and develop customer service representatives across phone, email and chat through regular one-to-ones and performance reviews
  • Own service-level performance for Moneyfarm’s UK customer base, covering response and resolution times, abandoned calls, callback breaches and ageing cases
  • Maintain clear case ownership from initial contact through resolution, including proactive updates, follow-up and closure
  • Increase case throughput in line with agreed performance targets
  • Maintain Salesforce data quality through accurate case records, duplicate prevention, correct closures and dependable reporting
  • Manage front-office transfers and migrations, including third-party follow-up, customer communication and escalation of delayed cases
  • Plan staffing capacity and rotas for seasonal demand, including ISA year-end and partnership campaign launches
  • Resolve escalated customer issues before they become complaints, then transfer complaints clearly to the Customer Experience Manager
  • Support the UK CSM in raising representative performance and developing expertise in pensions and drawdown or direct investing
  • Bring structured frontline customer insight to product, change and operations forums
  • Follow FCA requirements and company policies covering Consumer Duty, Conduct Rules, vulnerable customers, anti-money laundering, customer identification, data protection and health and safety

Талаптар

  • Deliver excellent customer service and personally manage challenging client conversations when needed
  • Have experience supervising, coaching or leading a customer service team, or be a senior practitioner ready to progress through a structured development plan
  • Bring experience from wealth management, investment platforms or digital-first retail financial services
  • Understand ISAs, pension transfers, drawdown and the operational customer journeys involved
  • Show evidence of leading a team through high demand or backlog while improving service levels, supported by measurable results
  • Apply strong operational discipline across workforce planning, rota and shift management, queue management and daily management information
  • Use CRM or case management systems confidently and build and analyse reports from them
  • Communicate clearly in writing and verbally, including during difficult customer conversations
  • Understand Consumer Duty and how to deliver positive customer outcomes in practice
  • Work with initiative and maintain pace in a fast-growing business
  • Have relevant experience managing a small team
  • Have experience using Salesforce, including Service Cloud
  • Have managed a seasonal peak such as ISA or tax year-end
  • Have coached a team through the introduction of documented processes and accreditation

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