Customer Service Brokerage Support

Customer Service Brokerage Support (Europe)

PM Personal Investing is Europe’s leading Digital Wealth Manager with over £10 billion Assets Under Management and 300,000+ global investors. Operating with the agility of a start-up within a leading financial institution, we aim to ethically disrupt the UK financial services market by empowering customers to maximize their money through our innovative mobile banking app and dedicated customer support. As a J.P. Morgan company, we complement Chase’s digital bank in the UK, focusing on customer-centric offerings in investments and digital wealth management.

In this Customer Service Brokerage Support role, you provide outstanding support to clients by leveraging your expertise in brokerage operations and financial products while building strong client relationships. You will work in a collaborative environment, supporting clients with their accounts and helping them navigate their financial needs. If you’re passionate about client service and thrive in a fast-paced setting, this role offers the chance to make a meaningful impact.

Job Responsibilities

• Assist clients with account setup, maintenance, and updates.
• Provide account updates such as trades, transfers, and account adjustments.
• Monitor client accounts to ensure compliance with regulations and company policies.
• Respond to client inquiries via phone, email, and chat.
• Provide information on financial products, services, and account status.
• Resolve client issues promptly and escalate complex cases as needed.
• Support vulnerable customers with care and professionalism.
• Prepare and maintain accurate records of client interactions and transactions.
• Generate reports for clients and management as required.
• Collaborate with financial advisors, trading teams, and other internal stakeholders to support client needs.
• Stay informed about industry regulations and company policies, identifying and mitigating potential risks.

Required Qualifications, Capabilities, and Skills

• Experience in a brokerage or financial services environment, or a strong interest in the financial market.
• Strong knowledge of financial products and brokerage operations.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Detail-oriented with a high level of accuracy.
• Ability to work independently and as part of a team.

Preferred Qualifications, Capabilities, and Skills

• Experience supporting vulnerable customers.
• Familiarity with regulatory documentation and reporting standards.
• Experience collaborating with financial advisors and trading teams.
• Ability to contribute feedback to process improvements.
• Advanced proficiency in data analysis and reporting.
• Experience with compliance and risk management in financial services.
• Proficiency in Salesforce or similar CRM platforms.

Working Schedule

35 hours per week, Monday to Friday (0730/0800–1530/1600), with a blend of office and home working.