Client Services Manager (Fintech)

TL;DR

Client Services Manager (Fintech): Leading and managing the customer service function for a regulated financial advice SaaS platform with an accent on operational efficiency and regulatory compliance. Focus on optimizing service processes, managing SLAs, and mentoring the client service team to ensure a seamless client experience.

Location: Must be currently located in the UK and possess full rights to work in the UK. Sponsorship is not provided.

Salary: £30,000 - £50,000 / year

Company

hirify.global is a leading UK financial advice technology provider that automates financial advice through a SaaS platform for consumers and advisers.

What you will do

• Lead, mentor, and develop the client service team to foster a high-performance culture.
• Design and implement workflow processes and process improvements within Intelligent Office.
• Ensure all customer service practices align with industry regulations and internal compliance protocols.
• Prepare and present regular pipeline and funds-under-advice reports to senior management.
• Act as the primary point of contact for escalated customer issues, ensuring timely resolution.
• Manage SLAs across the team to ensure performance meets company standards.

Requirements

• Understanding of Financial Services, preferably within the regulated financial advice sector.
• Experience in a customer service environment, preferably in an internet-based business.
• Proficiency in the use of Intelligent Office.
• Competence in MS Office (Word, Excel, PowerPoint).
• Must be based in the UK with full right to work.

Culture & Benefits

• Flexible working environment prioritizing a sustainable work-life balance.
• 25 days annual leave plus bank holidays, with options to purchase additional days.
• Comprehensive health package including private medical insurance, dental, and health cash plans.
• Financial perks: Company pension (up to 10% contribution), performance-based bonus, and life assurance.
• Professional growth: £500 annual training budget, 6 paid self-development days, and funded professional memberships.
• Additional perks: Paid birthday off and salary sacrifice schemes for cars, home, and tech.