Customer Support Representative, Moneyfarm
6 month Internship
Digital wealth manager
Job no longer available
Digital wealth manager
201-500 employees
Job no longer available
201-500 employees
Company mission
To provide investment solutions and advice to protect and grow client wealth through time.
Role
Who you are
- Fluent English verbal and written communication skills
- Professional written and spoken communication skills
- A degree in Economics or similar
- A passion for startups and a strong interest in building a career in the Financial Services Industry
- Good knowledge of Moneyfarmʼs offerings
- Excellent interpersonal skills and listening skills
- Digital savvy
- A self-starter and multi-tasker - while remaining responsible and detail-oriented
- Sharp, eager to learn, to have an impact, initiative taker and problem-solver
- Be a team player with a positive ‘can-doʼ attitude
- Excellent organisation and prioritisation skills
- Ability to accurately perform tasks in a timely manner
What the job involves
- PLEASE NOTE FOR THIS POSITION, WE NEED SOMEONE WHO CAN JOIN US IMMEDIATELY
- We are now looking for an enthusiastic and eager intern to assist with the Investment Advisory team across clusters of activities and support senior colleagues on customer-related administrative activities, including following up on pension transfer documentation, verifying bank statements, sending system emails, and updating client details on the platform
- Providing investment consultants with support on customer-related administrative activities, including following up on pension transfer documentation, verifying bank statements, sending system emails, and updating client details on the platform
- Support our customers by helping them make the most of Moneyfarmʼs unique value proposition and responding to their questions and requests
- Passing on customer feedback to team members and escalating issues to relevant departments
- Documenting all customer interactions in our database
Salary benchmarks
Our take
Historically, investing was seen as only being for the wealthy. The rise of investment fund platforms changed that, but the 'beginner' investor market was still underserved.
Moneyfarm and their competitors (like Nutmeg) try to make investing in shares accessible and easy. They have a low minimum investment compared to larger asset managers and charge lower fees.
While there is plenty of space in this market for more than business (much like with banks), it will be important for players in this space to stay competitive and maintain a strong brand.
With more than 90,000 investors (a number that is growing fast), the company has over £2.5 billion invested on its platform. In addition to continued funding rounds (including a £44 million raise in early 2022), Moneyfarm has continued to make acquisitions, which have positioned the company well to see continued rapid growth.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 8 rounds)
Jan 2022
$58.3m
LATE VC
Sep 2019
$46.1m
SERIES C
Total funding: $189.2m
Company benefits
- Flexible working
- Private healthcare
- Fee-free investment on Moneyfarm products
Company HQ
Angel, London, UK
Leadership
Giovanni Daprà
(Co-Founder & CEO)Worked as an Associate at Deutsche Bank for five years.
Paolo Galvani
(Co-Founder & Board Member)20 years experience in finance, including VP and Managing Director roles at Morgan Stanley and Deutsche Bank, respectively.
Share this job