Client Account Analyst

About InvestEngine

InvestEngine is everything the modern investor should need. Unbeatable value, market-leading automation, and built for easy, long-term investing. We’ve got the platform, just hit £900 million invested, we’ve won awards, we’ve got an excellent team, and we’re hugely popular in the industry – we’re now looking to build on this success, and that’s where you’ll come in.

About the role

This is a fixed-term 6-month contract, offering a unique opportunity to gain valuable experience in a dynamic, fast-paced environment. We want someone who will focus on getting into the details and procedures. Your job will involve dealing with the customers` documents and data, getting technical with the Development team, assisting our Client Operations team cover more day-to-day duties and analysing the existing data as well as working with legal documents. 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

• Managing workflow queues and mailboxes

• Supporting investors with onboarding and information requests

• Dealing with high volumes of personal information and legal documentation

• Maintaining all client account details to ensure all data is held accurately

• Assisting the Team with processing ISA Transfers

• Escalating issues appropriately, timely, and effectively

• Working flexible hours that may include evenings and weekends

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

• Work collaboratively with departments across the business

What you will need

• Good command of English

• Excellent communication skills, written and oral

• Preferably experience in a role where you have shown responsibility and diligence

• Ability to use own initiative and work independently

• Strong attention to detail and accuracy

• Technical experience with systems such as Jira/Asana

What we offer

• An opportunity to work within an international team and business

• Corporate discount for English classes

• Corporate discount for therapy sessions

• 28 working days holiday allowance, contract dependant

• other conditions and benefits are negotiable

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.