Lead Client Service Representative (Fintech)

Location: Boston, United States

Salary: $65,000–$90,000 annual base salary plus annual target bonus

Company

hirify.global is a global financial services firm providing investor services, capital partner solutions, specialist expertise, and technology-enabled client management.

What you will do

• Serve as the primary client contact across multiple Infomediary products and solutions.
• Provide functional and technical support, diagnose issues, identify root causes, coordinate resolutions, and follow up with clients.
• Manage user administration requests, system incidents, market practice questions, data inquiries, and product-related issues.
• Understand client objectives and recommend solutions that improve operational efficiency and product adoption.
• Collaborate with Product, Technology, Operations, Investor Services, and other internal teams to deliver client-focused outcomes.
• Conduct business analysis, research, testing, and coordination for strategic initiatives and client requirements.

Requirements

• Experience in a client-facing support, relationship management, or service delivery role within financial services or a technology-enabled environment.
• Ability to explain complex technical concepts and product functionality clearly to clients.
• Technical aptitude with data platforms, file transmission technologies, SWIFT messaging, web-based applications, and related client solutions.
• Ability to manage client issues from inquiry through resolution while maintaining client satisfaction.
• Strong communication, presentation, and training skills for technical and non-technical stakeholders.
• Experience supporting multiple products or platforms and managing diverse client needs in a fast-paced environment.

Culture & Benefits

• Work within a global, collaborative team serving clients across North America, Europe, and Asia.
• Access healthcare, income protection, long-term savings, professional development, and time-off programs.
• Work in a partnership-oriented environment that encourages collaboration, problem-solving, mentoring, and employee contributions.
• Participate in a stable organization investing in long-term client relationships, technologies, products, and employee development.