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Life Events Specialist

Posted 6 days agoViewed

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💎 Seniority level: Previous experience supporting customers dealing with grief

📍 Location: UK

💸 Salary: 28000.0 - 38000.0 GBP per year

🔍 Industry: Financial Services

🏢 Company: Monzo👥 1001-5000💰 Secondary Market 6 months ago🫂 Last layoff almost 5 years agoFinancial ServicesBankingWealth ManagementFinTech

🗣️ Languages: English

⏳ Experience: Previous experience supporting customers dealing with grief

🪄 Skills: Communication SkillsCustomer serviceInterpersonal skillsExcellent communication skillsEmpathyActive listeningRelationship management

Requirements:
  • You have previous experience supporting customers dealing with grief.
  • Bereavements or major/significant life events experience is essential.
  • You should be able to demonstrate a strong track record of working with vulnerable customers or possess a robust understanding of bereavement support within the financial sector.
  • You have experience in managing probate-related disclosures and enquiries
  • You’re an excellent communicator talking on the telephone
Responsibilities:
  • Communicate directly with next of kin and third parties following the disclosure of a bereavement, disclosure of a terminal illness, via email, chat and calls.
  • Manage bereavements and third party access cases; Taking ownership by supporting our customers with formal and informal third party access such as Power of Attorney.
  • Support our customers who are currently in custody/incarcerated.
  • Deal with internal escalations and work closely with other domains in customer operations.
  • Communicate with the leadership team to share opportunities, identify risks and concerns and provide feedback that aims to proactively improve the support we offer to our customers.
  • Meet targets while receiving and providing continuous feedback.
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