Customer Services Specialist - Nutmeg

Nutmeg, Europe’s leading Digital Wealth Manager with over £5 billion Assets Under Management and 230,000+ global investors, operates with the agility of a start-up within a leading financial institution. We\’re on a mission to ethically disrupt the UK financial services market, empowering our customers to maximize their money through our innovative mobile banking app and dedicated customer support. As a J.P. Morgan company, we complement Chase’s digital bank in the UK, focusing on customer-centric offerings in investments and digital wealth management.

As a Customer Services Specialist within Nutmeg, you will be the first point of contact for both existing and new customers. Your role will be to provide an outstanding customer experience, ensuring that all customer queries are addressed in a timely manner. You will also identify opportunities to help customers achieve their financial goals and refer them to the relevant point of contact within Nutmeg when necessary. This role offers the opportunity to work in a fast-paced and dynamic environment, where your passion for financial services and excellent communication skills will be highly valued.

Job Responsibilities

1. Act as the first point of contact for Nutmeg customers, providing exceptional customer service and knowledge on the products and services that will support customers in their financial journey.
2. Communicate with customers via phone calls, emails, and secure messages to deliver timely, high-quality responses.
3. Utilize soft skills to adapt your tone to each customer, creating a memorable experience while fully understanding their needs.
4. Handle challenging conversations, including potential complaints, when necessary.

Required qualifications, capabilities, and skills

• Previous experience supporting customers/clients.
• Passion for Financial Services, regardless of prior experience in this area.
• Excellent communication skills.
• Ability to thrive in a fast-paced and dynamic environment, multitask, and think critically.
• Empathetic, problem-solving mindset, with a passion for learning and self-development.

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