Member Associate (Financial Services)

Location: Hybrid role based at 5550 Heritage Oaks Drive, Pensacola, Florida, United States. Hours: Monday–Friday, 8:30 AM–5:00 PM PT.

Salary: $20.15–$25.25 per hour.

Company

hirify.global provides financial products and services to its members through banking and investment operations.

What you will do

• Support Navy Federal Investment Services phone operations, digital chat, and Financial Advisors.
• Respond to member and client inquiries, verify identities, update accounts, and provide information about investment products and services.
• Research issues, deliver first-call resolution, redirect inquiries when needed, and coordinate referrals and appointments.
• Review accounts, identify client needs, support account setup and changes, and create cross-servicing opportunities.
• Identify account irregularities, potential fraud, and anti-money laundering risks; document and escalate security concerns.
• Prepare and review client paperwork, account portfolio reviews, financial plans, and records in line with regulatory requirements.

Requirements

• Experience in administrative support, preferably in customer service or financial services.
• Knowledge of financial transactions, lending practices, investment products, compliance, and regulatory procedures.
• Advanced customer service, relationship management, communication, research, analytical, and problem-solving skills.
• Ability to interpret regulations and legal documents, manage multiple priorities, perform mathematical calculations, and maintain accuracy.
• Ability to use multiple systems, screens, PC applications, word-processing tools, and spreadsheet software.
• Ability to work the stated hybrid schedule in Pensacola and cover Pacific Time business hours.

Nice to have

• Bachelor’s degree in Business Administration, Finance, Management, or a related discipline, or equivalent professional experience.
• Knowledge of Navy Federal and NFIS products, services, functions, policies, and procedures.
• FINRA Series 7, NASAA Series 63/65 or 66 registration, and a state Life & Health Insurance License.

Culture & Benefits

• Full-time employment with competitive pay and benefits.
• Culture focused on engagement, commitment, appreciation, and career development.
• Recognition as a large employer and military-friendly workplace.