Client Services Executive (Fintech)

TL;DR

Client Services Executive (Fintech): Managing appointment diaries for financial advisers and qualifying client needs via telephone with an accent on high-volume call handling and CRM management. Focus on accurately identifying client requirements, coordinating schedules, and ensuring a seamless booking process.

Location: Remote (Must be based in the United Kingdom)

Company

hirify.global is a leading wealth management business overseeing £141.2 billion in customer investments to enable brighter financial futures for every generation.

What you will do

• Manage diaries for hundreds of financial advisers throughout the UK.
• Handle a high volume of inbound and outbound calls with clients from all demographics.
• Identify client needs to match them with the most suitable financial adviser.
• Coordinate and book appointments accurately within the CRM system.
• Liaise daily with both clients and financial advisers to ensure smooth scheduling.

Requirements

• Strong experience in client-facing roles, either face-to-face or via telephone.
• Extensive experience in high-volume call handling.
• Competency in Microsoft Word and Excel.
• Ability to take ownership, prioritize tasks, and multitask effectively.
• Must be based in the United Kingdom.

Nice to have

• Background experience in financial services.

Culture & Benefits

• Holiday allowance of 182 hours (26 days).
• Eligibility for the hirify.global Incentive Scheme based on business performance.
• Non-contributory company pension scheme with personal contribution options.
• Private Medical Insurance (single cover as standard).
• Life Assurance (4x salary) and Income Protection (75% of salary).