Customer Coach-U (Financial Services)

Location: Minneapolis, Minnesota, United States; in-office at least four days per week with flexibility to work from home one day per week

Salary: $50,800–$76,300 per year, plus potential variable compensation.

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

• Coach phone agents on policies, procedures, systems knowledge, and customer service skills.
• Answer questions, manage escalations, and facilitate customer call-backs when needed.
• Monitor live and recorded calls, perform end-to-end error checks, and report quality results.
• Support training activities including onboarding, training design and delivery, competency assurance, and mentoring.
• Participate in business projects and continuous process improvement initiatives.
• Educate employees and relationship partners on systems and processes while providing backup support to customer service teams and team leaders.

Requirements

• High school diploma or GED.
• 3–5 years of relevant experience in a service call center or transaction processing environment.
• Strong knowledge of customer service processes, policies, techniques, and applicable regulations.
• Strong written and spoken communication skills.
• Ability to research and resolve complex, high-priority service issues promptly.
• Must have US work authorization that does not now or in the future require visa sponsorship.

Nice to have

• Product-specific or financial services industry experience.
• Experience with Ameriprise customer policies and procedures.

Culture & Benefits

• In-person collaboration is a core part of the working model.
• Occasional evening and weekend work may be required.
• Benefits include vacation time, sick time, 401(k), and health, dental, and life insurance.
• Compensation may include bonuses, commissions, and/or long-term incentives depending on the role.