About InvestEngine

InvestEngine makes investing simple, smart, and accessible. We help you grow your money with ETFs — no hassle, no jargon. 80,000 investors have trusted us with £1 billion, and we’re just getting started. Our goal? Tripling that within a year.

We’re not just another investment platform — we’re redefining the game with our powerful investing tools designed for everyone, whether you’re just starting or scaling up. Recognised in top industry awards and growing fast (MoneyWeek Readers' Choice Awards Winners - 2024, Nuts About Money, Finder, Forbes).

Ready to jump on board?

About the role

We are looking for a Customer Support team working closely with our UK based teams. We want someone who will focus on getting into the details of problems. Your job will involve dealing with the customers' queries, getting technical with the Development team, helping our Operations team cover more queries and reach out to more users faster than with any other service. 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

• Supporting customers with onboarding and information requests by communicating effectively in a professional manner
• Performing Account Opening and Closing processing including ISA Transfers
• Supporting other client communication channels, like our Forum and social media
• Knowledgeable about our service and able to explain that to customers in a simple but accurate way
• Managing workflow queues and mailboxes
• Undertaking prompt and appropriate action to address complaints
• Working collaboratively with departments across the business

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
• Understand the regulatory requirements relating to Financial Crime, Advice, Complaints and Treating Customers Fairly

What you will need

• Good command of English
• Excellent communication skills, written and oral
• Ability to use own initiative and work independently
• Advanced knowledge of MS Office including Word and Excel
• Procedure and controls mindset and identify improvements to processes
• Experience of working with Helpdesk (we use Zendesk)

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.

What You Can Expect from Us:

• InvestEngine is a small, agile business with fantastic room for growth, both internally and externally. Your opportunity for personal and professional growth and achievement is high, and strong performance is rewarded!
• Our horizontal working structure gives room to develop and make your role your own alongside a passionate team looking to improve the world of investing.
• We provide a flexible environment with fully remote work from almost everywhere in the world
• B2B contract
• Online English classes
• Mental wellness support program