Customer Operations Associate (Fintech)

Location: Hybrid in London, with office attendance on Monday, Tuesday, and Thursday; Wednesday and Friday are dedicated focus days at home.

Salary: £28,000–£35,000 per year

Company

hirify.global is a fintech investment platform focused on making investing simpler and more accessible.

What you will do

• Own ISA, JISA, GIA, and SIPP transfer cases from application through completion.
• Process transfer applications, valuations, and asset acceptance within agreed SLAs.
• Monitor progress with customers and external counterparties, resolving issues and escalating when needed.
• Apply transfer rules and operational procedures covering cash, stock, fund, and European stock transfers, including CREST processes.
• Support Customer Service with accurate technical guidance and communicate with customers through email and in-app chat.
• Identify process gaps, improve procedures, maintain accurate records, and use AI tools to increase productivity, quality, and efficiency.

Requirements

• Customer-focused mindset with strong ownership and follow-through.
• Exceptional attention to detail for work with regulatory and customer-impacting requirements.
• Ability to work independently, make sound decisions, and escalate issues appropriately.
• Strong written and verbal communication skills with customers, colleagues, and external counterparties.
• Continuous-improvement mindset and willingness to build expertise in investment transfers and broader Operations workflows.
• Genuine enthusiasm for using AI in day-to-day work and improving operational processes.

Nice to have

• Experience with or knowledge of CREST transfers.
• Knowledge of ISA transfers, JISAs, fund transfers, or European stock transfers.

Culture & Benefits

• Hybrid collaboration from the central London and Budapest offices with dedicated home focus days.
• Additional flexibility can be discussed for caregiving or personal responsibilities.
• Opportunity to develop both deep expertise in Transfers and broader Operations knowledge.
• Exposure may extend to Payments, Corporate Actions, Trading & Settlements, Customer Service, and Complaints based on development and business needs.

Hiring process

• Initial interview with a Talent Partner.
• Short take-home task followed by an assessment day at the London office.
• Hiring Manager interview and Values interview with a senior leadership team member.