Are you interested in the world of finance and investment?
Do you have administrative and customer relations experience?
Our client is looking for a Customer Service Administrator to join their team.

About the Company:
Our client is a specialist investment company that allows businesses to raise finance from private investors at scale through an online marketplace and community. Entrepreneurs raise high-quality capital from private investors, who in turn enjoy innovative investment opportunities that offer better returns, more control, and a richer, simpler investment experience.

The Role:
We are looking for someone with administrative and customer relations experience, to support the team with the platform's day-to-day operations and to be the primary point of contact for investors.

This is a hybrid working role, with 2-3 days per week in the office based in West London.

Your responsibilities will include:

Producing and distributing documentation for new loans
Ensure direct debits are completed, ID checks on the directors/shareholders of businesses are performed and all documentation is saved in our system for new loans
Loan book management
Social Media and Marketing support
Lender support: reply to investor queries and requests via email, phone calls, and Zendesk
Work with tech to solve any technical issues affecting investors and manage communication with investors about these.
Propose improvements to our system and to investors accounts based on feedback and complaints received.
Support for existing businesses, including enquiries about account statements, status of payments, settlements, etc. and referring them to Sales if interested in further funding.
Update the company’s Operations Manual as necessary
Other ad hoc tasks such as support for requested reports/audits, support on ISA transfers, etc.
User monitoring – Working with our 3rd party provider to monitor the compliance status of users.
Manage platform user complaints; send out a Complaint Acknowledgement letter and Complaint Resolution letter.
Check the office mailbox and send scans of the letters to relevant parties.
Create tax statements for platform users.
Track payments completed by businesses via direct debit and bank transfers and process them to investors.
Flag missed payments to credit team
Logging of business risks and issues

About You:

Customer relations and administrative experience
Meticulously organized.
Clear spoken English and an excellent telephone manner
Strong communication and presentation skills
Proficiency in Microsoft packages and Google Suite
Attention to detail, friendly and professional
Can-do attitude with a willingness to take initiative
Financial knowledge/interest is a plus

Company Benefits:

Your professional development is seen as a top priority by the company
Learn from a team with experience in Consulting, Investment Banking, Venture Capital, and Start/Scale-ups
Opportunity to boost your career and build a great network during an exciting phase of expansion
Office in Notting Hill with table tennis, pool table and café
Optional hybrid working entailing 2-3 days from the office
Regular social events such as bowling, drinks, staff lunches

Customer Service Administrator | FinTech

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SALARY

£22500 - £27500

LOCATION

West London

CONTRACT TYPE

Graduate job (permanent)

JOB DESCRIPTION