Senior Operations Specialist (Fintech)

Location: Fort Mill/Charlotte, United States

Salary: $22.48–$37.44 per hour

Company

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

What you will do

• Provide operational support to corporate-based financial advisors, end clients, and internal partners through phone, email, fax, mail, and team mailboxes.
• Open and maintain accounts, process money movement and account transfers, prepare forms, and submit operational instructions.
• Research complex issues, resolve account notifications and NIGOs, route escalations, and obtain documents from other broker-dealers.
• Proactively contact clients and advisors about time-sensitive activities, including RMDs, repapering, distributions, and 1099s.
• Prepare client reports and proposals, provide task status updates, and refer clients seeking financial guidance to an LPL Advisor.
• Support department development by training others and building relationships with clients, families, advisors, and operations teams.

Requirements

• Bachelor’s degree or equivalent years of industry experience.
• At least 2 years of customer service or operations experience.
• Ability to prioritize and manage tasks in a fast-paced, team-oriented environment.
• Strong interpersonal, verbal, written communication, problem-solving, and attention-to-detail skills.
• Ability to explain complex information clearly and maintain professional client service during difficult situations.

Nice to have

• SIE and Series 7 certifications.
• Experience building and fostering client relationships.
• Ability to maintain a positive attitude and perform under pressure.

Culture & Benefits

• Collaborative, team-oriented environment focused on client success and continuous improvement.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Opportunities to contribute to advisor, institutional partner, and investor outcomes.

Hiring process

• Applicants should apply through the LPL career platform.
• LPL communicates with applicants directly from an @lplfinancial.com email address.
• Interviews are not conducted online or in chatroom forums, and applicants will not be asked for payment or bank or credit card information.