Customer Service Technician (Fintech)

TL;DR

Customer Service Technician (Fintech): Administering policies and resolving adviser queries for a wealth management business with an accent on financial documentation and account setup. Focus on processing adviser requests within SLAs and maintaining deep product knowledge to ensure optimal client outcomes.

Location: Southampton, UK

Company

hirify.global is a leading wealth management business overseeing £141.2 billion in customer investments, offering financial advice and investment platforms.

What you will do

• Administer policies, handle queries, and respond to complaints from financial advisers.
• Assist with account setup and identify appropriate financial product solutions.
• Manage administration for pensions, investments, and fund transfers.
• Prepare accurate letters and financial documents with high attention to detail.
• Process adviser requests via phone and email in accordance with Service Level Agreements.

Requirements

• Previous administrative experience.
• Proficiency in Microsoft Office, specifically Excel and PowerPoint.
• Exceptional organizational skills and ability to prioritize workloads to meet deadlines.
• Strong verbal and written communication skills for recording and interpreting report data.
• Proactive approach to problem-solving and personal responsibility for work quality.

Culture & Benefits

• Holiday allowance of 182 hours (approximately 26 days).
• Eligibility for the hirify.global Incentive Scheme based on business and individual performance.
• Non-contributory company pension scheme with options for personal contributions.
• Access to a range of flexible benefits for UK employees via salary deduction.
• Inclusive culture committed to diversity, integrity, and continuous growth.