About InvestEngine
InvestEngine is everything the modern investor should need — unbeatable value, market-leading automation, and built for easy, long-term investing. We’ve got the platform, just hit £1 Billion invested, won awards, got an excellent team, and we’re hugely popular in the industry – we’re now looking to build on this success, and that’s where you’ll come in.
About the role
We want someone who will focus on getting into the details and procedures. Your job will involve dealing with the customers' documents and data, getting technical with the Development team, assisting our Operations team in covering more day-to-day duties and analyzing the existing data as well as working with numbers. As a small but growing team, we'll want you to actively participate in all aspects of the business with a 'can do' and 'roll your sleeves up' attitude. We're a start-up and you'll need to be willing to take on responsibility. You'll be instrumental in the growth of an exciting new service for investors in the UK which we then plan to take international.
You will be
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Managing workflow queues and mailboxes
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Maintaining all client account details to ensure all data is held accurately
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Processing client cash payments and transactions
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Supporting investors with onboarding and information requests
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Escalating issues appropriately, timely and effectively
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Produce and manage reporting of analytical client data
And with our help
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Ensuring that all client-service-related activities are fully in compliance with the processes and procedures for the firm's AML and KYC obligations
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Understanding the regulatory requirements relating to Financial Crime, Advice, Complaints, and Treating Customers Fairly
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Work collaboratively with departments across the business
What you will need
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Good command of English
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Excellent communication skills, written and oral
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1-3 years working in Client Management roles preferably within the financial services industry
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Ability to use own initiative and work independently
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Strong attention to detail and accuracy
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Advanced knowledge of MS Office including Word and Excel
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Preferably experience in handling cash payments and transactions
What we offer
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An opportunity to work within an international team and business
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Corporate discount for English classes
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Corporate discount for therapy sessions
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28 working days holiday allowance
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other conditions and benefits are negotiable
What we are looking for
Someone who can fit into a diverse and growing team that shares the desire to succeed. You will be comfortable working autonomously and taking ownership/responsibility for problems and their solutions. We like transparency and communication, especially given that we're often working flexibly (not just in lockdown), and being open-minded and flexible are key at InvestEngine.
If you feel you're a suitable candidate for this position, please do not hesitate to apply and find out more.
Ключевые навыки
- Английский язык
- MS Excel
- MS Word
- financial services
- cash payments
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Вакансия опубликована 19 февраля 2025 в Тбилиси