Customer Support Representative - 6 month Internship
Moneyfarm, Italy
Job Description
Who we are:
We’re a pan-European digital wealth manager with 100,000 active investors (growing fast!) and over 2.5 billion on our platform. With 200+ people across 3 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, Allianz and Mamp;G.
Moneyfarm product offer recently widened with the acquisition of Profile Financial Solutions Ltd (Profile Pensions), the UK digital pension adviser and pensions consolidator with 24,000 customers and over 870m of AUM.
Thanks to the merger with Profile Pension, Moneyfarm will grow into a larger and broader player, with a significant depth of proposition in digital wealth management across the UK and Italy with a stunning 3.3bn in AUM and over 115,000 customers.
We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.
Mission:
To provide investment solutions and advice to protect and grow client wealth through time.
Our Core Values:
We’ve built our business on three principles:
- Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
- Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
- Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream.
What this means in practice:
At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.
About the role :
PLEASE NOTE FOR THIS POSITION WE NEED SOMEONE WHO CAN JOIN US IMMEDIATELY.
We are now looking for an enthusiastic and eager to learn Intern to assist the Investment Advisory team across clusters of activities and provide support to 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. This is a great opportunity for someone aiming to start their career in financial services as you will touch most of the steps of clients' investment journey and learn about our product and platforms.
What you will be doing:
- 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 Moneyfarm’s 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.
Requirements
- Fluent in English (writing and speaking)
- Interest in wealth management and technology
- Degree in Economics or similar
- Sharp, eager to learn and to have an impact
- Digitally savvy
- Excellent organisational skills
- Ability to accurately perform tasks in a timely manner