Customer Service Advisor

Sales & Business Development London, United Kingdom


Who are we?

We want to help small businesses win. That’s why we’re here.

We connect small business owners to investors – to create jobs, help families and power economies – because we believe that people are made to do more. And we want to help them get the finance they need to thrive, creating thousands of jobs as they drive the economy forward.

So, we created the leading online marketplace for small business loans. Our investors have lent £13.7 billion in 171,000 loans to 122,000 small business owners. In a single year, we unlocked 100,000 jobs and contributed £7.2 billion to the UK economy. There’s never been a better time to join!

Be part of the team that changes everything. Let’s build the place where small businesses can get the funding they need to win and leave a legacy behind, forever. 

The team

Our Customer Excellence Team supports our 'Borrowers' and 'Retail Investors,' and is dedicated to delivering an exceptional customer experience.  

What will you be doing?

We built Funding Circle for business owners who aspire to more and investors who want their money to go further.  When you join the team, you will work with our Retail Investors.

As an Investor Relations Executive, you embody one of our most important selling points: personal support of our customers. This dynamic role will see you think quickly on your feet to tackle and analyse simple queries to complex requests. There is no better place to learn the business inside out and to understand the service we provide as peer-to-peer lenders.

  • You will be the first point of contact for customer queries via phone and email
  • Collaborating with all teams at Funding Circle to ensure that the customer journey and communication is streamline, in support of a high NPS score
  • Provide our borrowers with the requested documents such as statements of account, repayment reports, settlement figures or general loan enquiries.
  • Conduct regular operational servicing tasks i.e. changing bank details, marketing suppressions, GDPR and data requests, investor KYC checks
  • Work with other members of the team to improve processes and control procedures
  • Liaise with other departments (marketing, data, legal, compliance, investor teams) to answer detailed queries
  • Deal with and record complaints from borrowers or investors

Are you?

  • Smart, enthusiastic and dedicated to delivering an excellent customer experience.
  • Experienced working in a phone based environment and an excellent phone manner.
  • Able to easily connect with people and demonstrate natural interpersonal skills - including teamwork!
  • Quick to learn, understand, and explain complex concepts and products.

It would be advantageous if you have:

  • Previous experience working with a financial product in a customer service environment would be ideal for this role (however we are happy to consider applications from all experience levels!)
  • Proficient use of Microsoft Excel is beneficial. 

Why join us?

We’re gearing up for our biggest chapter yet – and it’s being driven by all of our Circlers. 

We think of ourselves as the career launchpad. A place to develop yourself, fast. Real work. Real experience. Real opportunities to collect skills. Think big remits and huge ownership to make great things happen. 

Our vibrant culture is built around potential and creating a place where you can really be you. We keep it agile and open. All voices heard. Because we believe great ideas come from everywhere. 

If you show skill and are willing, we’ll back you all the way.  This is the place to make a positive difference. Join the disruption. Say “I was there”. Be a part of it. Build something incredible and make a genuine impact on the lives of many – including yours. 

Here at Funding Circle we have a hybrid working policy, for most teams this means we’d like to see you in the office 2-3 days a week. We hope this will give you the chance to connect with your colleagues and work in a way that is most effective for you!

It’s in our differences that we find our strengths. 

We celebrate and support the differences that make you, you. So we’re building a culture where difference is valued. We’re proud to be an equal opportunity workplace and affirmative action employer. We truly believe diversity makes us better. We will consider flexible working options; please talk to us to discuss how we could make this role flexible for you.

Want to Build The Incredible? We’d love to hear from you.