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MoneyFarm is hiring

Junior Client Relationship Manager (FinTech)

You will be working for MoneyFarm as Junior Client Relationship Manager (FinTech)

As a RoboAdvisor we use online and marketing channels to provide our customers with updates about the UK market, however, to assure that our clients are getting the best amount of support possible, MoneyFarm provides a dedicated and specialist 'Investor Care' function.

MoneyFarm's Investor Care team will all be well versed in Financial Services to provide three core area's of education for our customers above the level of information our RoboAdvisor will provide:

  • - Explain and interpret personal portfolio performance
  • - Advise on best way to continuously achieve and better individual financial goals
  • - Assist with navigation through the responsive platform


  • Supporting customers both at account initiation and throughout the life of their investments with MoneyFarm
  • Communicating with clients to help them fully understand the services that MoneyFarm provides alongside competing offerings
  • Consistently improving knowledge of MoneyFarm’s platforms to support clients and help them navigate through the system
  • Explain developments and provide updates on individual clients portfolios
  • Work with Head of CRM to improve and develop processes to improve the client experience
  • Assist with the conversion of leads generated by Marketing


  • 0-1 years working experience in a Financial Services environment.
  • Degree in Business Economics, Finance
  • Passion for Digital or Financial Technologies
  • Strong work ethic
  • Excellent organisational skills
  • Ability to pick up and explain technologies/systems quickly.
  • Natural problem solver
  • Mac proficient


  • Holding or studying for IMC qualification (or equivalent)
  • Experience working in a fast paced, startup environment
  • CF30 or CF30 eligible
  • Comfortable in telephone based customer service
  • Experience working in an international business
  • Previous experience working for a RoboAdvisor
  • Multiple Languages desirable

The Job


Job type: Permanent full time

Remote working possible: no

Level of experience required:

Salary/package: Competitive


This job is located in Central London, United Kingdom

Sorry, no agencies please


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