Service Executive (Wealth Management)

Location: Salisbury, United Kingdom

Company

hirify.global provides a global, end-to-end wealth management platform that integrates technology with business and investment operations for regulated financial institutions.

What you will do

• Process daily operational activities for corporate and retail clients accurately and in line with defined procedures.
• Deliver client service against contractual KPIs, KRIs, service standards, and agreed deadlines.
• Perform activities across static data and pricing, dealing, transfers, corporate actions, settlements, payments, and reconciliations.
• Monitor orders, settlements, holdings, cash movements, ledger balances, and client assets, investigating and resolving exceptions.
• Complete risk management, control attestations, breach reporting, regulatory reporting, and evidence of operational controls.
• Engage with clients, custodians, brokers, fund managers, regulators, and internal stakeholders to resolve issues and support operational improvements.

Requirements

• Degree or equivalent qualification in finance, business, or a numerate discipline.
• Operations experience within the wealth management or platform industry.
• Experience in client services and using Excel for data analysis.
• Ability to work accurately and meet deadlines.
• Strong interpersonal and communication skills.
• Ability to complete mandatory training and maintain professional and technical knowledge.

Nice to have

• Knowledge of the platform industry, from retail client services to asset servicing delivery.
• Technical operational knowledge relevant to the assigned functional area.
• Change management experience.
• Understanding of risk, compliance, and financial services regulations applicable to the region.

Culture & Benefits

• Collaborative working relationships across the global business.
• Culture focused on collaboration, constructive challenge, openness, debate, and ethical decision-making.
• Training and development supporting Continuing Professional Development requirements.
• Opportunity to contribute to operational transformation and continuous improvement programmes.