At Seccl, we’re on a mission to rebuild the infrastructure of investments and advice. We provide the technology that allows people to access financial markets – buying and selling investments, and holding them in tax wrappers like ISAs and pensions.
Our software allows ambitious fintechs to quickly get to market with innovative investment or advice products – and helps financial advisers and investment managers to build stronger, more valuable businesses, by operating their own investment platform.
Ultimately, we want to create a world where everybody can access the financial markets, or find the help they need, more easily and affordably than ever.
We recently became part of the Octopus Group – an innovative, £9bn+ group of companies that’s on a mission to breathe new life into energy and financial services, and improve the lives of millions of people.
We have a great opportunity for someone with previous account management experience, to come and own the day-to-day management of our clients.
You’ll be helping new prospects get on board fast, and work with the rest of our Customer team to support our existing clients with their ongoing needs.
We want to deliver a customer experience that’s utterly memorable (for the right reasons!), and this role will be instrumental in achieving it.
On a day-to-day level, you’ll…
Help our existing account executives tackle queries of all types from clients. This will include both answering inbound telephone queries, and triaging and responding to inbound email queries within accepted SLAs, and will span:
Generate MI and reporting analytics – for example identifying recurring issues and feature requests and monitoring trends in response time, volume of queries etc.
We’re a team of ambitious, talented, and creative people who are passionate about using technology to improve our financial world.
We have a positive, open environment that promotes fresh ideas, challenge and experimentation, and encourages continual learning. We provide flexible working that focusses on delivery rather than just focusing on hours worked.
We’re based in the historic City of Bath, a stone’s throw from the train station. (Literally. You could hit it from our office.)
Just send your CV to firstname.lastname@example.org and our Head of People, Rebecca, will be in touch