The vacancy is well-structured, providing clear expectations and a solid overview of the company.
Job description
Founded by the co-founder of Gumtree, InvestEngine is built for modern, long-term investors. We combine market-leading automation with exceptionally low costs to make investing powerfully simple. We now have over £2.8 billion in assets under management, have more than doubled in size over the past year, and have won multiple industry awards. We have a powerful product, a fast-growing customer base, and a team obsessed with building a better investing experience.
Responsibilities
- 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)
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.
About InvestEngine
InvestEngine is an award-winning, industry-leading investment platform that champions the use of exchange-traded funds (ETFs) to make long-term investing accessible, low-cost, and beneficial for everyone as part of their financial strategy. The company builds investment products and manages an investment management service aimed at democratizing access to markets.