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For Companies At a Glance
- Tasks: Provide exceptional customer care and support via phone, email, and live chat.
- Company: Join Moneyfarm, a leading digital wealth manager with a strong reputation.
- Benefits: Full-time role with opportunities for growth and development in a dynamic environment.
- Why this job: Make a real difference by helping clients navigate their financial journeys.
- Qualifications: Experience in customer service, preferably in financial services, with strong communication skills.
- Other info: Be part of a supportive team and enhance your career in a fast-paced setting.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Join to apply for the Customer Service Representative WO role at Moneyfarm. Willis Owen, part of the Moneyfarm Group, is a pan‑European digital wealth manager with over 130,000 active investors. With more than 20 years of experience in helping UK investors make smarter financial decisions, the company combines client trust with cutting‑edge digital solutions to empower individuals.
About the Role
We are looking for a proactive, experienced Customer Service Representative to provide exceptional customer care and support both clients and colleagues across the business. The role is crucial in maintaining and growing our reputation for outstanding service.
Key Responsibilities
- Handle all incoming customer queries via phone, email, secure messaging and live chat to a high standard; make outbound calls where necessary.
- Respond to inquiries empathetically, professionally and in a timely manner.
- Troubleshoot and provide technical support for product and service issues.
- Raise, track and resolve support tickets, ensuring customer satisfaction before closure.
- Investigate and resolve customer dissatisfaction and appropriate escalation.
- Process forms and life‑event documents accurately.
- Assist customers with account registration, online account management and related queries.
- Maintain accurate and up‑to‑date customer information in the CRM system.
- Collaborate with the administration team at Embark and other departments to ensure prompt resolution of queries.
- Support continuous improvement by sharing customer feedback and identifying opportunities to enhance services.
- Mentor and support less experienced team members.
- Stay up to date with company products, services, compliance policies and attend relevant training.
- Adhere to company compliance, AML, Data Protection policies and FCA expectations.
- Ensure all work complies with company policies and the Health and Safety at Work Act 1974.
Requirements
- Proven experience in a customer service role, preferably in financial services.
- Excellent verbal and written communication skills, with a customer‑focused, empathetic approach.
- Strong organisational skills and ability to manage time effectively in a fast‑paced environment.
- Confidence to handle complex queries independently and collaboratively.
- Computer literacy, including knowledge of CRM systems and Microsoft Office.
- Strong problem‑solving skills with a proactive, solutions‑oriented mindset.
- Ability to remain calm, professional and approachable when dealing with complaints or sensitive issues.
- Attention to detail, strong multitasking skills and accuracy in record‑keeping.
- Capability to work with little or no supervision as well as being part of a team.
- Commitment to confidentiality and handling sensitive information appropriately.
- Minimum 2:1 degree (preferred).
Seniority Level Entry level
Employment Type Full‑time
Job Function Other
Location London, England, United Kingdom
Customer Service Representative WO employer: Moneyfarm
Contact Detail:
Moneyfarm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Service Representative WO
✨Tip Number 1
Get to know the company inside out! Research Moneyfarm and its values, products, and services. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your communication skills! Since you'll be handling customer queries, it's crucial to articulate your thoughts clearly and empathetically. Role-play with a friend or family member to get comfortable with different scenarios.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider tips and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the Moneyfarm team and ready to provide top-notch customer service.
We think you need these skills to ace Customer Service Representative WO
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Customer Service Representative role. Highlight your relevant experience in customer service, especially in financial services, and showcase your communication skills. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about customer service and how you can contribute to our mission at Moneyfarm. Keep it friendly and professional, just like we are with our clients.
Showcase Problem-Solving Skills: In your application, don’t forget to mention specific examples of how you've tackled complex customer queries in the past. We love proactive problem-solvers who can think on their feet and keep our customers happy!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Moneyfarm
✨Know the Company Inside Out
Before your interview, take some time to research Moneyfarm and its services. Understand their mission, values, and the specific role of a Customer Service Representative. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Practice Empathy in Your Responses
Since the role requires a customer-focused approach, think about how you can demonstrate empathy during the interview. Prepare examples from your past experiences where you successfully handled customer queries or complaints, showcasing your ability to connect with clients on a personal level.
✨Showcase Your Problem-Solving Skills
Be ready to discuss how you've tackled complex issues in previous roles. Think of specific scenarios where you identified a problem, proposed a solution, and followed through. This will highlight your proactive mindset, which is crucial for the Customer Service Representative position.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, training opportunities, or how they measure customer satisfaction. This shows that you're engaged and eager to contribute to the company's success.
