Client Engagement Specialist

Who are we?

Lumon is a leading foreign exchange and international payments company which enables effortless overseas payments by uniting people, technology & expertise. We are passionate about what we do, as we believe helping people and companies achieve their goals is more valuable than just moving their money.

Life at Lumon

People are always at the heart of what we do, no matter if it’s our clients, our community or our Lumoneer's. To give you a little flavour of what we mean…

We are a proud charity partner of Future First who support children in schools across the UK. We are a carbon neutral business. We are committed to Equity, Diversity and Inclusion; our EDI committee serves an important role at Lumon by challenging the status quo and helping us move the needle.

We really want to make Lumon a great place to work, where people feel comfortable being themselves and where we can attract as much diversity as we possibly can. If this sounds good to you, then we’re thrilled you’re considering joining our team!

About the Role

We are seeking a Client Engagement Specialist to join our successful Client Engagement Team. In this role, you will be the first point of contact for new clients, engaging with them over the phone to understand their needs and demonstrate how our foreign exchange services can help them achieve their goals. You will be responsible for setting the standard for high-quality client interactions and ensuring a positive introduction to Lumon’s services.

We are looking for someone who is approachable, has an excellent telephone manner, and is passionate about delivering outstanding customer service. While prior knowledge of the currency market is not essential, an interest in the economy and current affairs will be beneficial, as these factors influence the foreign exchange market. Full training will be provided.

Working in an energetic and fast-paced environment, we are looking for someone with excellent communication skills, a strong work ethic, and ideally some experience in a customer-facing role. This is an exciting opportunity for someone eager to build a career within a growing company.

Key Responsibilities

• Serve as the first point of contact for new client enquiries, including those generated through partner recommendations and our website.
• Contact clients at appropriate times to introduce Lumon’s services and demonstrate how we can meet their requirements.
• Open a high number of quality trading accounts.
• Meet key KPIs including time on the phone and number of outbound dials.
• Ensure new accounts are handed over smoothly to the New Business Trading team.
• Represent Lumon’s values, ensuring the highest standards are maintained in all client interactions.

Skills and Competencies

• A good level of education, with a minimum of passes in English and Maths GCSEs.
• Strong communication skills and the ability to clearly present information to clients.
• Excellent telephone manner and a ‘can-do’ attitude.
• Ability to work effectively as part of a team and liaise with other departments within the business.
• Self-motivated, energetic, and positive, with a proactive approach.
• Previous experience in a customer-facing role is desirable, but not essential.
• Full training will be provided.

What you'll get:

• A competitive salary
• 25 days Annual leave, with a chance to purchase up to 5 additional days’
• Birthday day off
• Free monthly company lunches
• Summer and Christmas parties, and other fun social events throughout the year
• Access to Pirkx benefits platform which includes online GP, cashback and discounts on shopping and restaurants, gym discounts and more!
• Medicash health scheme for you and your family
• Cycle to work scheme
• Quiet/Prayer room in Head Office
• Employee Assistance Programme
• Mental Health First Aiders
• Pension
• 4x Life Assurance
• Ongoing training and development
• Enhanced maternity leave
• Menopause support
• 2 additional days a year for ‘Moments that Matter