Client Services Representative Remote

This is a remote position.

About the company:

WealthKernel (WK) is a VCbacked awardwinning FinTech company specialising in the Wealth Management industry. Our mission is to make financial services better and more accessible for everyday people. As an APIfirst technology company we aim to become the AWS of savings investment and pension infrastructure. We are proud to announce that we were recently awarded the Startup Programme FinTech prize at the CogX Awards 2023.

About the job:

As a Client Services Representative you will report directly to the Investments and Relationship Management Lead. You will assist in the direct relationship management of the business clients using the WealthKernel APIs. You will manage their day to day queries attend regular meetings with them and understand their needs. Working with existing team members you will coordinate ongoing business client queries internally through the service desk

Job Responsibilities:

• Attend regular meetings with business clients to understand their business growth needs and provide ongoing support
  
• Work closely with the sales team to assist with the onboarding pipeline of new relationships and understanding the needs of these businesses
  
• Write minutes and manage action points resulting from meetings
  
• Contribute to the management of the ticketing system and coordinate with other departments to respond to clients promptly
  
• You will become knowledgeable on WealthKernel s API documentation and be able to explain how business clients can use our As
  
• Review and maintain internal and external processes for the Client Relationship department
  
• Work closely with the Investments and Relationship Management Lead to identify business client trends and feedback key information
  
• Learn and apply basic Financial Services knowledge to your role.
  
  

Requirements

Requirements:

• Experience of working in a customerfacing role
  
• Strong people skills and the ability to build relationships internally and externally.
  
• Proficient with Microsoft Office or similar products
  
• Excellent verbal and written communication skills
  
• Ability to interact with different stakeholders and understand their differing positions and perspectives.
  
• A high level of selfmotivation and initiative
  
• Works well in a team
  
• Has flexibility around the needs of the wider company
  
• Financial services knowledge would be helpful but this is not mandatory
  

Benefits

• We believe in transparency and empowering people.
  
• We want you to challenge us and also to accept being challenged.
  
• We want you to learn from your mistakes. We want you to propose and try new things.
  
• We believe in results. We don t micromanage. We trust you.
  
• You will have the opportunity to grow and develop your skills into new areas while working in an open creative and collaborative environment.
  
• You will work handson with experienced professionals who will always be one click away from you if you need their help.
  

• Working in a multicultural environment
  
• A positive and collaborative working culture
  
• Competitive pay package
  
• Remotely based position (forever!)
  
• Company team retreats