Operations Coach (Financial Services)

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

Salary: $24.42–$33.60 per hour

Company

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

What you will do

• Research, resolve, and respond to advanced transaction and inquiry requests from advisors, clients, and relationship partners.
• Provide guidance, coaching, and indirect leadership to peers on operational processes, policies, systems, and issue resolution.
• Process and audit transactions, approve reissued and rewritten transactions, and perform frontline underwriting where applicable.
• Support quality management, business initiatives, projects, and operational improvement activities.
• Handle wealth management escalations, tax corrections, ACH and wire research, unclaimed checks, check copies, NSF database processing, and third-party letter database processing.
• Use COLA, BETA, Thomson One, Online File Manager, and DocX to research operational information and take appropriate action.

Requirements

• High school diploma or GED.
• 3–5 years of relevant experience, including at least 3 years in a service call center or transaction processing environment.
• Strong attention to detail and the ability to work accurately under tight deadlines.
• Effective written and verbal communication, analytical, research, and problem-solving skills.
• Ability to build positive relationships and influence others without direct leadership authority.
• Valid United States work authorization is required without current or future visa sponsorship.

Nice to have

• Product-specific or financial services industry experience.
• Experience with Ameriprise customer policies and procedures.
• Banking experience involving wires, ACH, and checks.

Culture & Benefits

• Relationship-based, client-centric environment focused on face-to-face collaboration.
• In-office work at least four days per week, with one flexible work-from-home day.
• Vacation and sick time.
• 401(k) and health, dental, and life insurance benefits.
• Potential eligibility for bonus, commissions, and long-term incentives depending on the role.