Moneybox is building a new kind of advice service and is seeking a proactive customer advisor who will lead clients through the advice journey. You will listen, ask questions, build trust and collect information to help people meet their financial goals.
You’ll provide non-advised coaching when required and support customers with technology-enabled processes, ensuring a high standard of service and a positive outcome for clients.
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Financial Coach & Customer Guidance Specialist employer: Moneybox
At Moneybox, we pride ourselves on being an excellent employer by fostering a supportive and collaborative work culture that prioritises employee well-being and growth. Our Customer Operations Specialists play a crucial role in helping first-time homebuyers navigate their financial journeys, and we offer comprehensive training, career development opportunities, and a vibrant team environment in a location that encourages work-life balance. Join us to make a meaningful impact while enjoying the unique advantages of working in a dynamic fintech company.
