Associate, Employer Services (Fintech)

Location: Hybrid role based in the New York City, Austin, King of Prussia, or Scottsdale office

Salary: $55,000–$70,000 annual base salary, plus eligibility for the Company Bonus Pool and new hire equity.

Company

hirify.global is a financial technology company providing a savings platform for retirement, education, and healthcare needs.

What you will do

• Serve as the first point of contact for employers, advisors, vendors, and other clients through inbound emails and calls.
• Manage client servicing needs, administration issues, complaints, troubleshooting, and resolution follow-up.
• Coordinate with Client Success Managers and internal teams to manage expectations, feedback, remediation, and client satisfaction.
• Lead or attend client conference calls to provide plan status updates and issue-resolution information.
• Create tickets and document client-account interactions and updates in internal tools.
• Share data-driven client insights with product teams to support platform and roadmap improvements.

Requirements

• Team-oriented approach and ability to multitask while handling a high volume of inquiries.
• Strong customer service, business partnership, time management, and organizational skills.
• Proficiency with Excel or Google Sheets, Word or Google Docs, Adobe Acrobat, and network directories.
• Strong attention to detail, numerical accuracy, and basic calculation skills.
• Critical thinking and sound judgment for reaching quick, accurate conclusions.
• Ability to communicate clearly, empathetically, and reliably within required service levels.

Nice to have

• Experience in retirement services, banking, financial services, payroll, or employee benefits.
• Series 6, 7, 63, 65, or 66 certification.
• QKA, QKC, or Six Sigma qualification.

Culture & Benefits

• Hybrid work model with access to collaborative offices.
• Comprehensive health benefits and generous time off.
• Employee Wellbeing Committee focused on employee wellness.
• Competitive 401(k) plan.
• Eligibility for a company bonus pool and new hire equity.

Hiring process

• One or two introductory conversations covering background, interests, and expectations.
• Role-specific skills or experience assessment, followed by a virtual or in-person interview panel.
• Reference checks with a current or former manager and a peer before an offer.