Adviser IQ
Customer Service Representative
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Company Description
Adviser IQ is an AI-native CRM platform designed for UK mortgage and protection advisers, offering a single, integrated dashboard to manage client relationships and regulatory obligations. The platform provides real-time metrics, pipeline intelligence, and automated FCA-compliant suitability letters to support efficient, compliant advice. Adviser IQ also enables Consumer Duty and AML monitoring, vulnerability assessments, and robust audit trails to simplify compliance workflows. By streamlining compliance, commission forecasting, and client retention, Adviser IQ helps advisory firms operate more efficiently and deliver a better client experience.
Role Description
This is a part-time remote role for a Customer Service Representative. The person in this role will respond to customer inquiries via email, chat, and phone, providing clear, accurate information about Adviser IQ’s CRM features and functionality. They will troubleshoot basic platform issues, escalate complex technical problems, and ensure timely resolution of customer requests. Daily responsibilities include:
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
- Documenting interactions
- Updating customer records
- Gathering feedback on product use
- Contributing to knowledge base articles
Get help with your application
Your very own career expert that helps elevate your application to the next level.
The role also involves supporting onboarding for new users, promoting best practices for compliance workflows, and helping maintain a consistent, positive customer experience.
Qualifications
- Strong skills in Customer Service and Customer Support to handle inquiries, resolve issues, and provide reliable assistance.
- Ability to foster Customer Satisfaction and a positive Customer Experience through clear communication and empathy.
- Experience working in or with Customer Service Representative roles, preferably in SaaS, fintech, or CRM environments.
- Excellent verbal and written communication skills, with the ability to explain technical concepts in accessible language.
- Comfort working remotely, with strong time management, self-organization, and attention to detail.
- Proficiency with online support tools and basic CRM systems; experience with AI-driven platforms is an advantage.
- Understanding of or interest in UK mortgage, protection advice, and regulatory considerations such as FCA and AML is beneficial.
- Prior customer-facing experience and a commitment to inclusive, respectful communication with diverse clients.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London