You will be the lead contact for customers throughout their advice journey, building trust and collecting information to help them meet their goals.
You'll manage customer relationships, handle questions, and provide implementation support to ensure good outcomes.
You will use technology to manage customer interactions and contribute to improving processes and customer experience.
Moneybox is an award-winning wealth management platform helping nearly two million people build wealth through saving, investing, and financial advice. They are a fast-growing company with a collaborative and inclusive culture.
Provide remote financial advice to customers, handling complex pension consolidation and drawdown cases.
Review and sign off advice plans generated by the Advice Engine, ensuring suitability and quality.
Coach less experienced advisers and contribute to shaping House Rules and service improvements.
Moneybox is an award-winning wealth management platform that helps nearly two million people build wealth through saving, investing, home buying, and retirement planning. The company is fast-growing with a collaborative and inclusive culture.
Remote financial-services role with structured days and warm-lead conversations.
Coaching and training provided before you are expected to perform.
High performers have a clear path to a leadership track.
Global Elite Empire Consultants is a financial-services company focused on helping families protect their income and future. They offer a remote, structured work environment with coaching and a leadership track for high performers.
Lead a team of 12-16 Incident Coordinators through coaching, goal setting, and performance reviews.
Drive service quality by monitoring calls, completing QA scoring, and providing constructive feedback.
Resolve escalated customer matters and coordinate staffing to maintain smooth operations.
TransUnion is a global information and insights company that helps consumers and businesses transact with confidence through identity protection and data solutions. With over 12,000 associates across 30+ countries, it fosters a friendly, forward-thinking culture that values innovation and inclusion.