Wealth Customer Operations Adviser - Remote

Overview

This role will be focused on Wealth transfer processes, alongside customer support, and the main focus for the first 12 months will be on our Savings Product.

In Short

• Join a mission to make money work for everyone.
• Work in the Wealth Customer Operations Team.
• Resolve customer problems through various tasks and products.
• Process operational tasks like ISA transfers.
• Utilize technical and soft skills for excellent customer outcomes.
• Support operational changes across Wealth.
• Recommend actions for domain improvements.
• Collaborate effectively with team members.
• Handle customer interactions via chat, email, and phone.
• Participate in a 6-month trial period with specific working hours.

Requirements

• At least 1 year of experience with Wealth products.
• Ability to identify process inefficiencies.
• Strong communication skills.
• Team collaboration skills.
• Empathy and customer ownership.
• Positive attitude and role model behavior.
• Competence in handling customer conversations.
• Ability to prioritize workload effectively.
• Self-starter with a proactive approach.
• Coaching mindset and receptiveness to feedback.

Benefits

• Annual salary review.
• Share options for all team members.
• Up to 6% pension contribution.
• £200 budget for home office setup.
• 34 days of holiday allowance per year.
• 8 weeks of paid sabbatical leave every 5 years.
• 25 days of paid sick leave.
• Optional health insurance.
• £1,000 annual learning budget for personal development.