Specialized Client Care Services Rep (Financial Services)

Location: Franklin, Wisconsin, United States — corporate office

Salary: $20.51–$30.76 per hour

Company

hirify.global is a financial services company focused on putting clients’ interests at the center of its business.

What you will do

• Answer client and Financial Representative questions and provide servicing options in a call center environment.
• Resolve basic and intermediate inquiries and transactions related to specialized products and services.
• Research semi-complex issues, identify root causes, and determine appropriate solutions or procedural deviations.
• Own calls, de-escalate difficult situations, and anticipate future issues to reduce repeat calls and transfers.
• Educate clients and Financial Representatives on website and self-service capabilities while explaining transaction risks and impacts.
• Handle phone and casework responsibilities accurately while protecting confidential and private information.

Requirements

• Associate degree in business or a related field, or an equivalent combination of education and experience.
• At least one year of related customer service experience.
• Basic understanding of specialized products or markets, including DI, LTC, Whole Life, and COLI/BOLI.
• Basic understanding of risk products, processes, and financial planning.
• Strong written and verbal communication, organization, multitasking, and problem-solving skills.
• Computer proficiency, solid keyboarding skills, ability to navigate multiple systems, and successful completion of required testing.

Culture & Benefits

• Full-time position in a professional corporate call center environment.
• Continuous improvement and openness to new technology and changing processes are expected.
• Work emphasizes confidentiality, accuracy, client advocacy, and brand loyalty.
• Equal opportunity workplace welcoming individuals from all backgrounds.