Customer Operations Technician (Fintech)

TL;DR

Customer Operations Technician (Fintech): Administering policies and managing client queries for a leading wealth management business with an accent on adviser satisfaction and accurate financial documentation. Focus on processing pension and investment requests, solving client problems, and maintaining service level agreements.

Location: Southampton, UK (Onsite)

Company

hirify.global is a leading wealth management business overseeing billions in customer investments across financial planning and investment platforms.

What you will do

• Administer policies, answer queries, and resolve complaints for financial advisers.
• Support various business areas including the administration of pensions, investments, and transfers.
• Prepare accurate letters and financial documents with high attention to detail.
• Process adviser requests within Service Level Agreements (SLAs) via phone and email.
• Maintain up-to-date knowledge of financial products and services to deliver appropriate outcomes.

Requirements

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

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 options for personal contributions.
• Cash benefit allowance available in lieu of some core benefits.
• Range of flexible benefits for UK employees available via salary deduction.