Do you have experience within fintech or investments? Are you a people person with amazing communication skills?

An embedded investment platform based in Bath is on the lookout for a Senior Customer Success Executive to join their team.

Your responsibilities:
* Be the primary contact for your designated clients working with teams across the business to resolve their customer issues
* Take ownership of any escalations that come from our valued firms
* deputise for the team Lead and assist with case allocation
* Review the operational workflow and suggest process improvements where relevant
* Handle queries of all types from clients. This will include both answering inbound queries, and triaging and responding to Zendesk queries
About you:
* Have experience and knowledge of the advice and/or fintech market.
* Have significant knowledge of product wrappers - SIPP, ISA and GIA
* You’ll be able to easily build rapport and adapt your style depending on the client or situation
* Have knowledge and curiosity of how technology can transform the investing experience for the better?
* Are an expert in building relationships and have an ability to deal with complex queries
* You will be confident in presenting reasoned analysis and make recommendations to senior stakeholders - both verbal and written

If this sounds like you, apply today!