Associate Service Professional (Cash Management)

Location: Tempe, United States

Salary: $21.10–$35.16 per hour

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with investment solutions, fintech tools, affiliation models, and practice management services.

What you will do

• Handle inbound and outbound calls with financial advisors regarding complex cash management and account-related requests.
• Review incomplete or incorrect documentation and communicate the actions required to bring accounts into good order.
• Support NIGO requests, distributions, deposits, special projects, and case-by-case operational inquiries.
• Process and resolve requests across retirement and non-retirement cash management accounts.
• Identify discrepancies, provide feedback, and contribute to process and policy improvements.
• Collaborate with internal departments, advisors, representatives, and team members to meet departmental production goals.

Requirements

• 2+ years of experience in the brokerage or financial services industry.
• 2–3 years of professional work experience; customer-facing experience is a plus.
• Strong written and verbal communication skills with the ability to work with varied personalities.
• Understanding of financial services, banking, and cash management risks.
• Strong organization, attention to detail, analytical thinking, problem-solving, and time management skills.
• Bachelor’s degree from an accredited college or university, or equivalent work experience.

Nice to have

• Customer-facing experience.
• Ability to work independently and adapt in an agile, fast-paced environment.

Culture & Benefits

• Collaborative, team-oriented work environment focused on continuous improvement.
• 401(k) matching and health benefits.
• Employee stock options.
• Paid time off and volunteer time off.
• Opportunities to cross-train across cash management processes.

Hiring process

• Applicant communication is conducted directly through an official @lplfinancial.com email address.
• Interviews are not conducted online through chatroom forums, and applicants are not asked for payment or bank and credit card information.