Customer Support & Operations Associate - Remote

Overview

Join PlannerPal as a Customer Support & Operations Associate and play a key role in enhancing client satisfaction and operational efficiency in a fast-growing AI wealthtech start-up.

In Short

• Act as the first line of support for client queries.
• Triage and resolve user issues efficiently.
• Manage automated customer support systems.
• Support the Customer Success team in client experience.
• Provide administrative support to Sales and Business Development teams.
• Understand financial advice processes and adviser workflows.
• Experience in customer support or operations is required.
• Strong problem-solving and communication skills are essential.
• Work in a fast-paced start-up environment.
• Opportunity for career growth within the company.

Requirements

• Understanding of financial advice processes.
• Familiarity with CRM systems, particularly Iress Xplan.
• Experience in customer support or client services.
• Ability to handle client queries in high-pressure environments.
• Experience with AI tools and automation is desirable.
• Excellent communication skills, both written and verbal.
• Strong attention to detail and organizational skills.
• Proactive and comfortable in evolving processes.

Benefits

• Competitive salary + pension + employee share options.
• Remote-first work environment.
• Regular team meet-ups to foster collaboration.
• Transparent and open work culture.
• Opportunities for career progression.
• Fast-growing start-up environment.