Associate Cost Basis Consultant (Fintech)

Location: Tempe, United States

Salary: $22.83–$38.08 per hour

Company

hirify.global is a U.S. wealth management and financial technology firm supporting financial advisors and institutions with investment, custody, reporting, and practice management services.

What you will do

• Answer inbound calls from internal service teams and support cost basis inquiries.
• Research service requests, review accounts, and perform reconciliations.
• Complete quality control, exception review, and error-rate management activities.
• Communicate with advisors and operational groups to resolve account discrepancies.
• Monitor deadlines, regulatory requirements, issues, and opportunities requiring action.
• Support projects, UAT testing, audits, and recommendations for business challenges.

Requirements

• At least 1 year of customer service experience.
• Cost basis experience.
• Proficiency with Microsoft applications, particularly Excel.
• Ability to communicate policy information consistently in fast-paced situations.
• Strong computer skills, active listening, probing-question, interpersonal, and problem-solving abilities.
• Willingness to take ownership, learn, and implement coaching and training.

Nice to have

• Client Works experience.
• Experience with the CXone (NICE) phone system.
• Experience using BETA.
• SIE certification.

Culture & Benefits

• Collaborative, client-focused, team-oriented, and fast-paced environment.
• Focus on creativity, continuous improvement, service excellence, and professional communication.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Opportunities to contribute to projects, audits, and process improvements.