Do you have experience within fintech or investments? Are you a people person with amazing communication skills?
An embedded investment platform based in Bath is on the lookout for a Senior Customer Success Executive to join their team.
Your responsibilities:
- Be the primary contact for your designated clients working with teams across the business to resolve their customer issues
- Take ownership of any escalations that come from our valued firms
- deputise for the team Lead and assist with case allocation
- Review the operational workflow and suggest process improvements where relevant
- Handle queries of all types from clients. This will include both answering inbound queries, and triaging and responding to Zendesk queries
About you:
- Have experience and knowledge of the advice and/or fintech market.
- Have significant knowledge of product wrappers - SIPP, ISA and GIA
- You'll be able to easily build rapport and adapt your style depending on the client or situation
- Have knowledge and curiosity of how technology can transform the investing experience for the better?
- Are an expert in building relationships and have an ability to deal with complex queries
- You will be confident in presenting reasoned analysis and make recommendations to senior stakeholders - both verbal and written
If this sounds like you, apply today!