Our client wants to help a generation invest in their future. As part of this mission they are looking to expand their Customer Operations team that work together to make it quick and easy to transfer clients existing ISA/Cash LISA/Stock & Shares LISA products into their app.
You’ll also be responsible for processing cancellations, LISA withdrawals and helping customers throughout their house purchase journey. As a member of the Customer Operations team, you’ll be instrumental in helping their customers and making sure the customer experience is a great one!
You’ll be answering questions from customers, following up with providers, and working as a team on any improvements that can be made to the process. In addition, you’ll be working closely with their Support team and Investment Operations team to ensure their processes are working efficiently.