At a Glance
- Tasks: Join our Wealth team to support customers with savings and investment queries.
- Company: Monzo is a rapidly growing fintech company focused on innovative wealth products.
- Benefits: Enjoy remote work, stock options, generous holiday allowance, and a learning budget.
- Other info: Flexible working hours and a supportive team culture await you!
- Why this job: Be part of a mission-driven team that empowers customers to secure their financial future.
- Qualifications: 1 year of experience with wealth products and excellent communication skills required.
The predicted salary is between 28000 - 39200 £ per year.
Remote £28,000 + £11,250 worth of stock options ️ Open Availability (6am-10pm Monday to Sunday) - We are currently in a 6 months trial period, where our COps (Customer Operations) work 9am-6pm, Monday to Friday.
This role will be focused on Wealth transfer processes, alongside customer support, and the main focus for the first 12 months will be on our Savings Product.
️ About our Wealth team
Rather than focusing on budgeting tools and new features, our Wealth team is on a mission to provide the right products and education to help support our customers look towards their future. From Savings, Investments and Pensions Products. Wealth is a rapidly growing domain at Monzo, launching 2 new products (Investments and Pensions) in the last 2 years.
What you\'ll be working on
Customer Operations are the heart of Monzo and every Customer Operations Representative has the power to solve problems quickly and with minimal fuss. You’ll be working in our Wealth Customer Operations Team, keeping the savings product healthy through completing operational tasks (such as processing ISA Transfers, breaking fixed term pots etc) and being our customers\' first point of call for any queries and problems they may have and providing support by being honest and transparent with our customers through our in-app chat, emails, and via the telephone.
You’ll play a key role by...
- Resolving our customer problems through working with a variety of tasks and products within the Wealth Domain over chat/emails/calls
- Working on back office operational tasks such as processing ISA transfers and Fixed Term Pot breaks.
- Using technical and soft skills to deliver excellent customer outcomes and service
- Supporting the embedding of operational change across Wealth
- Collecting and recommending actions to make improvements to the domain
- Supporting with new tasks as we scale the operation
We\'d love to hear from you if
- You have at least 1 year of experience working with Wealth products including experience processing ISA transfer requests
- You can work diligently, spot inefficiencies in processes, and implement positive change.
- You can make the complex simple and explain it to others in an engaging and informative way.
- You work well in a team and are able to collaborate with others effectively
- You’re deeply empathetic, always put yourself in the shoes of the customer and take end-to-end ownership of a customer\'s issue.
- You consistently deliver role model behaviours and a positive ‘can-do’ attitude
- You\'re extremely competent in handling conversations on the telephone/chat/email with customers and prospective users
- You\'re able to think about the customer and domain when making decisions
- You\'re able to prioritise workload based on domain and customer demands
- You\'re a self-starter and able to fill gaps of ‘down’ time with the relevant workload based on the demands of the business.
- You adopt a coaching and guiding mindset and work well with feedback
- You\'re able to account for your work when not on a stat-based task and feel comfortable working to SLA’s
What’s in it for you?
Annual Salary Review which means your salary can increase every year
All Monzo team members get share options as part of their package.
Up to 6% pension contribution from Monzo
A £200 budget to set up a home office space
34 days of holiday allowance per year
8 weeks of paid sabbatical leave every 5 years
25 days of paid sick leave
Optional Health Insurance
Learning budget of £1,000 a year for books, training courses and conferences to focus on your personal development
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StudySmarter Expert Advice🤫
We think this is how you could land Wealth Customer Operations Representative in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Monzo Bank. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Customer Operations Representative in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Monzo Bank.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Monzo Bank's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Monzo Bank
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Monzo Bank.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Monzo Bank will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Monzo Bank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
