Customer Operations Technician

TL;DR

Customer Operations Technician (Wealth Management): Administering adviser policies, answering queries, responding to complaints, and setting up accounts with an accent on timely processing per SLAs, product knowledge, and financial document preparation. Focus on ensuring accuracy, efficient communication via phone and email, and delivering appropriate solutions for advisers.

Location: Southampton (onsite)

Company

Leading wealth management business overseeing £141.2 billion in customer investments across financial advice, investment platforms, and discretionary fund management.

What you will do

• Administer policies, handle new client pensions, investments, transfers, money-in, and money-out.
• Answer adviser queries, respond to complaints, and help set up accounts via phone and email.
• Prepare letters and financial documents with excellent attention to detail.
• Process requests within Service Level Agreements efficiently and professionally.
• Maintain up-to-date knowledge of products and services for optimal adviser outcomes.

Requirements

• Previous administrative experience with proficiency in Microsoft Office, especially Excel and PowerPoint.
• Exceptional organisational skills to prioritise workloads and meet deadlines.
• Adept verbal and written communication for recording and interpreting data.
• Proactive approach with personal responsibility for high-quality work and problem-solving.

Culture & Benefits

• 26 days holiday (182 hours).
• hirify.global Incentive Scheme for business performance.
• Non-contributory pension scheme, private medical insurance, life assurance (4x salary), income protection.
• Flexible benefits via salary deduction for UK employees.
• Values: Do the right thing, always curious, embrace challenge, stronger together.