- მოქნილი გრაფიკი
- განიხილება კანდიდატი ნებისმიერი გამოცდილებით
- ინგლისური
Client Account Analyst
About InvestEngine
InvestEngine is everything the modern investor should need. Unbeatable value, market-leading automation, and built for easy, long-term investing. We’ve got the platform, just hit £900 million invested, we’ve won awards, we’ve got an excellent team, and we’re hugely popular in the industry – we’re now looking to build on this success, and that’s where you’ll come in.
About the role
This is a fixed-term 6-month contract, offering a unique opportunity to gain valuable experience in a dynamic, fast-paced environment. We want someone who will focus on getting into the details and procedures. Your job will involve dealing with the customers` documents and data, getting technical with the Development team, assisting our Client Operations team cover more day-to-day duties and analysing the existing data as well as working with legal documents. As a small but growing team, we`ll want you to actively participate in all aspects of the business with a `can do` and `roll your sleeves up` attitude. We`re a start-up and you`ll need to be willing to take on responsibility. You`ll be instrumental in the growth of an exciting new service for investors in the UK which we then plan to take international.
You will be
Managing workflow queues and mailboxes
Supporting investors with onboarding and information requests
Dealing with high volumes of personal information and legal documentation
Maintaining all client account details to ensure all data is held accurately
Assisting the Team with processing ISA Transfers
Escalating issues appropriately, timely, and effectively
Working flexible hours that may include evenings and weekends
And with our help
Ensuring that all client-service-related activities are fully in compliance with the processes and procedures for the firm's AML and KYC obligations
Understanding the regulatory requirements relating to Financial Crime, Advice, Complaints, and Treating Customers Fairly
Work collaboratively with departments across the business
What you will need
Good command of English
Excellent communication skills, written and oral
Preferably experience in a role where you have shown responsibility and diligence
Ability to use own initiative and work independently
Strong attention to detail and accuracy
Technical experience with systems such as Jira/Asana
What we offer
An opportunity to work within an international team and business
Corporate discount for English classes
Corporate discount for therapy sessions
28 working days holiday allowance, contract dependant
other conditions and benefits are negotiable
What we are looking for
Someone who can fit into a diverse and growing team that shares the desire to succeed. You will be comfortable working autonomously and taking ownership/responsibility of problems and their solutions. We like transparency and communication, especially given that we're often working flexibly (not just in lockdown), and being open-minded and flexible are key at InvestEngine.
If you feel you're a suitable candidate for this position, please do not hesitate to apply and find out more.
Please send your CV to the following email address: nutsa.lomadze@investengine.com