Client Services Representative

This Client Services Representative role is focused on we began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. It would suit someone who can bring motivated, approachable, and thrives in a fast-paced, collaborative environment to the role.

How the role is set up

We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £ billion invested on our platform. With a team of 220+ people across 4 offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures,.

Customer support involved

We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Our vision is to combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over time. Drive better decisions — it’s our competitive edge.

What helps in this service role

Motivated, approachable, and thrives in a fast-paced, collaborative environment.

Customer service skills

• Proven experience in a customer service role is essential, with a strong track record of handling inquiries across phone, email, and/or live chat.
• Previous experience in fintech, wealth management is required.
• Excellent verbal and written communication skills, with a customer-focused and empathetic approach.

Job details

• Health Insurance, Wellness plan.
• Fee free investments on Moneyfarm platform.
• Career development opportunities.
• Regular office social events.