Vacancy Description
Description
Kickstart your career in Customer Success with a leading fintech brand.
Role Overview
In this role, you'll support customers using a range of our financial adviser-focused software products:
Role Overview
In this role, you'll support customers using a range of our financial adviser-focused software products:
- Defaqto Engage - a financial planning platform for financial advisers
- VouchedFor - a client review and reputation platform
- Competent Adviser - a learning and competency management system used by regulated firms.
This is a varied role spanning case management, task-based work, and a high volume of inbound calls and emails. You’ll help customers with everything from straightforward queries (eg password reset) to more complex issues, so strong organisation, problem-solving and communication skills are essential.
This is an exciting opportunity for someone who is passionate about technology, enjoys helping others, and is keen to build a career across customer success, product, and th...
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