Client Engagement Specialist
Client Engagement Specialist
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Job Description
Our Mission and who we are
To be the worlds most trusted currency partner
At Lumon we help individuals and businesses move money across borders - smoothly securely and cost-effectively. With operations in 150 countries and support for over 40 currencies we combine competitive bank-beating exchange rates with a personal human touch.
Whether its buying property abroad managing international business costs or sending money home every customer gets access to a dedicated currency specialist - alongside our digital FX platform - for expert support tailored to their needs.
Were regulated by the FCA and the Central Bank of Ireland handling billions in transfers each year for over 70000 private clients and 2500 businesses. Backed by Pollen Street Capital were in an exciting phase of growth - scaling across Europe and expanding our tech and services.
The Client Engagement Team
Our Client Engagement team acts as the bridge between our clients and the services we provide. Were the first voice clients hear and the ongoing support they rely on. Whether its guiding new customers through onboarding or helping long-standing clients navigate our services. The team is collaborative fast-paced and genuinely invested in building strong relationships.
In a nutshell
Were looking for a personable and motivated Client Engagement Specialist to join our high-performing Client Engagement Team. As the first point of contact for prospective clients youll play a key role in understanding and shaping their initial experience with Lumon. Through engaging conversations over the phone youll gain an understanding of their needs and explain how our foreign exchange services can help them achieve their goals.
Were looking for someone who is approachable articulate and genuinely passionate about delivering exceptional customer service. Youll need to be comfortable speaking with new people over the phone with a confident and professional telephone manner that builds trust from the first conversation.
While prior experience in the foreign exchange market is not required an interest in the economy current affairs or global markets will help you quickly get to grips with the industry and have more informed conversations with clients. Full training will be provided so curiosity enthusiasm and a willingness to learn are more important than technical knowledge.
Your day to day will be the following
- Be the first point of contact for new enquiries via key channels (e.g. website leads partner referrals)
- Connect with clients at the right time to introduce our services and explain how we can meet their needs
- Open high-quality trading accounts for new customers
- Hit core KPIs around call volume registrations and time on the phone
- Seamlessly hand over newly opened accounts to the business development team
- Represent Lumons values and professionalism in every interaction
You should apply if...
- Strong verbal communication and interpersonal skills
- Genuine enthusiasm for helping clients reach their goals
- Positive resilient attitude with a hunger to learn
- Team player mindset with the drive to meet and exceed targets
- Strong communication skills and the ability to clearly present information to clients.
- Excellent telephone manner and a can-do attitude.
- Ability to work effectively as part of a team and liaise with other departments within the business.
- Self-motivated energetic and positive with a proactive approach.
- Previous experience in a customer-facing role is desirable but not essential
- Minimum of GCSE (or equivalent) passes in English and Maths
Desirable
- Customer-facing experience (retail hospitality call centres - we value transferable skills!)
- Interest in current affairs financial markets or international business
- Previous experience in sales or business development
Dont worry if youre new to foreign exchange many of our top performers started with no prior knowledge. If youre curious and coachable well support your growth every step of the way.
The interview process
Our interview process involves three main stages. We promise not to ask you any brain teasers or trick questions!
- Initial video screen with our Talent Acquisition Specialist
- 30-minute video interview with the Hiring Manager
- Final in-person interview with the Hiring Manager and Head of Private Client Revenue
Our average process takes around 2-3 weeks but we will always work around your availability. You will have the chance to speak to our recruitment team at various points during your process please reach out if you do have any specific questions.
Please also let us know if theres any adjustments you need to make your application process easier for you.
Our benefits
- 25 days of annual leave plus bank holiday
- One day off on your birthday
- 2 additional days off for Moments that Matter
- Monthly lunch and social events
- Medicash health scheme
- Cycle to work scheme
- Season ticket loan
- Salary Sacrifice Pension
- 4x Life Assurance
Employment Type
Full Time
