Join. Morgan Personal Investing, Europe’s leading digital wealth manager, and help us ethically disrupt the UK financial services market. We operate with the agility of a start-up within a global institution, empowering customers to maximize their money through our innovative mobile app and dedicated support. As part of a team that values customer-centric solutions, you’ll have the opportunity to make a real impact in a fast-paced, dynamic environment. If you’re passionate about financial services and delivering exceptional experiences, this is the role for you.
As a Customer Services Specialist in. Morgan Personal Investing, you will be the first point of contact for both new and existing customers. You will work with us to provide outstanding service, address customer queries promptly, and identify opportunities to help customers achieve their financial goals. Your role will involve collaborating with internal teams and referring customers to the right contacts when needed, ensuring a seamless and positive experience.
Job Responsibilities:
• Act as the first point of contact for. Morgan Personal Investing customers, delivering exceptional service and product knowledge.
• Communicate with customers via phone, email, and secure messages, providing timely and high-quality responses.
• Adapt your communication style to each customer, creating memorable and personalized experiences.
• Handle challenging conversations, including potential complaints, with empathy and professionalism.
• Identify opportunities to support customers’ financial goals and refer them to the appropriate contacts.
• Maintain up-to-date knowledge of products and services to best assist customers.
• Collaborate with internal teams to resolve customer queries efficiently.
• Take ownership of customer issues and follow through to resolution.
• Demonstrate a passion for continuous learning and self-development.
• Uphold the highest standards of integrity and customer care.
• Contribute to a positive and dynamic team environment.
Required Qualifications, Capabilities, and Skills:
• Previous experience supporting customers or clients.
• Passion for financial services, regardless of prior industry experience.
• Excellent communication skills and a commitment to ownership.
• Ability to thrive in a fast-paced, dynamic environment and multitask effectively.
• Empathy, problem-solving skills, and a passion for learning and self-development.
Preferred Qualifications, Capabilities, and Skills:
• Experience handling challenging conversations or complaints.
• Familiarity with digital banking or wealth management products.
• Ability to identify and refer opportunities for customers’ financial growth.
• Strong organizational and time management skills.
• Experience working in a customer-centric, high-growth environment.
• Proficiency with CRM or customer support tools.
• Demonstrated ability to collaborate with cross-functional teams.
#ICBCareer #ChaseUKCustomerServices