Client Relations Administrator (Wealth Management)

TL;DR

Client Relations Administrator (Wealth Management): Administration of client servicing and stakeholder communication with an accent on timely processing of requests and regulatory compliance. Focus on managing multiple cases, adhering to DISP Resolution requirements, and maintaining professional client interactions.

Location: Southampton, United Kingdom

Company

hirify.global is a leading wealth management business overseeing £141.2 billion in customer investments across Affluent and High Net Worth segments.

What you will do

• Administer client servicing and craft professional communications for various stakeholders.
• Process client requests efficiently in accordance with Service Level Agreements.
• Engage with clients, providers, and visitors via phone and email to ensure a seamless experience.
• Liaise with legal entities and regulators, ensuring full adherence to DISP Resolution (FCA Handbook).
• Manage multiple cases simultaneously, prioritizing workloads on your own initiative.
• Provide cross-functional support to the Data Cleansing team based on project demands.

Requirements

• Must be based in Southampton, United Kingdom to handle in-person visitors and site duties.
• Demonstrable customer service skills with experience handling inbound and outbound professional calls.
• Strong organizational skills and the ability to manage and prioritize a dynamic workload independently.
• Excellent written communication skills with high attention to detail.
• Proficiency in using Microsoft Office packages.
• Ability to meet tight deadlines and adapt quickly to change.

Culture & Benefits

• Annual leave of 182 hours (26 days).
• Participation in 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.
• Commitment to an inclusive culture that values diversity and equal opportunities.