Specialist, Client Account Operations (CVRC)

Location: El Paso, TX; on-site work is required

Salary: USD $21.59–$26.44 per hour, with eligibility for bonus or incentive opportunities.

Company

hirify.global provides financial services and brokerage solutions for retail investors and independent advisors.

What you will do

• Perform customer identity verification and account reviews under the Customer Identification Program.
• Conduct risk-based investigative searches, fraud detection, and identity theft prevention activities.
• Support internal and external customers through inbound and outbound calls, email, letters, and internal inquiry systems.
• Analyze quantitative and qualitative information from third-party vendors and respond to technical and operational questions.
• Research client needs, resolve escalated issues, and determine when rapid escalation is required in high-risk situations.
• Collaborate with colleagues and support continuous process improvement and business initiatives.

Requirements

• Strong customer service skills and the ability to handle escalated calls and resolve client issues quickly.
• Strong interpersonal, verbal, and written communication skills.
• Strong organization, prioritization, analytical, and problem-solving skills.
• Ability to work effectively in a fast-paced, detail-oriented, deadline-driven environment.
• Preferred: 2+ years of client service or operations experience, preferably in the brokerage or financial industry.
• Preferred: Series 7 and 63 licenses, and a college degree or equivalent experience.

Culture & Benefits

• In-office collaboration and a workplace focused on trust, learning, and continuous development.
• 401(k) with company match and an employee stock purchase plan.
• Health, dental, vision, paid parental leave, and family-building benefits.
• Paid vacation and volunteering time, plus a 28-day sabbatical after five years for eligible positions.
• Tuition reimbursement and opportunities for professional growth.