Customer Support Representative - 6-Month Internship

Who we are:

We’re a pan-European digital wealth manager with 128,000 active investors (growing fast!) and over £3.5 billion on our platform. With 210+ people across 3 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, Allianz and M&G.

We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.

Mission

To provide investment solutions and advice to protect and grow client wealth through time.

Our Core Values:

We’ve built our business on three Principles:

• Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
• Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
• Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

What this means in practice:

At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

About the role:

PLEASE NOTE FOR THIS POSITION, WE NEED SOMEONE WHO CAN JOIN US

IMMEDIATELY.

We are now looking for an enthusiastic and eager intern to assist with the

Investment Advisory team across clusters of activities and support senior colleagues on customer-related administrative activities, including following up on pension transfer documentation, verifying bank statements, sending system emails, and updating client details on the platform. This is an excellent opportunity for someone aiming to start their career in financial services as you will touch most of the steps of clients' investment journey and learn about our products and platforms.

What you will be doing:

• Providing investment consultants with support on customer-related administrative activities, including following up on pension transfer documentation, verifying bank statements, sending system emails, and updating client details on the platform
• Support our customers by helping them make the most of Moneyfarmʼs unique value proposition and responding to their questions and requests.
• Passing on customer feedback to team members and escalating issues to relevant departments
• Documenting all customer interactions in our database

Requirements:

• Fluent English verbal and written communication skills.
• Professional written and spoken communication skills.
• A degree in Economics or similar.
• A passion for startups and a strong interest in building a career in the Financial Services Industry.
• Good knowledge of Moneyfarmʼs offerings.

What we expect from you:

• Excellent interpersonal skills and listening skills
• Digital savvy.
• A self-starter and multi-tasker - while remaining responsible and detail-oriented.
• Sharp, eager to learn, to have an impact, initiative taker and problem-solver.
• Be a team player with a positive ‘can-doʼ attitude.
• Excellent organisation and prioritisation skills.
• Ability to accurately perform tasks in a timely manner.

This job is located in London, and we follow a hybrid work model which doesn't allow for remote-only work.