About Us:

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?

Your Role:

We are looking for a Customer Support Specialist to work closely with our UK-based team. We want someone who will focus on getting into the details of problems. Your job will involve addressing customers' queries, collaborating with the Development team on technical matters, assisting our Operations team in handling additional queries, and reaching out to users more efficiently 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.

Key Responsibilities:

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

What You Will Need:

• Good command of English
• Excellent communication skills, both 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)