Client Experience Associate (Fintech)

Location: Hybrid - Dallas, TX, United States

Company

hirify.global is a rapidly growing registered investment advisor combining expert advisors with technology to deliver tailored wealth management services.

What you will do

• Manage relationships with advisors and clients, responding accurately through email, phone, and other communication channels.
• Support account opening, transfers, ongoing client requests, and other financial operations.
• Coordinate with custodians to confirm completion of client requests.
• Monitor client accounts and proactively resolve issues.
• Identify client experience improvements and implement changes with Product, Engineering, and other teams.
• Maintain effective relationships with advisors, custodians, and third-party vendors.

Requirements

• Bachelor’s degree and 6+ years of experience in a client-facing financial services role.
• Strong communication skills and the ability to build rapport with advisors and clients.
• Experience with custodial platforms, wealth management platforms, and CRM systems.
• Exceptional organization and attention to detail.
• Ability to prioritize multiple tasks in a fast-paced environment.
• Team-oriented attitude and strong work ethic.

Nice to have

• Knowledge of financial products, including separately managed accounts and alternative investments.
• Interest in improving operational efficiency and client servicing processes.

Culture & Benefits

• Collaborative environment focused on building technology-enabled wealth management services.
• Opportunity to work with Product and Engineering teams in a fast-scaling fintech startup.
• Competitive compensation package tied to impact.
• Full health benefits, 401(k) matching, and Roth IRA options.
• Unlimited paid time off.