Associate Service Consultant (Estate Services)

Location: Tempe, United States

Salary: $21.10–$35.16 per hour

Company

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

What you will do

• Provide phone support for complex inheritance and divorce-related inquiries in an inbound call center environment.
• Own escalated cases through follow-up, accurate communication of requirements, and completion of processing.
• Review and process estate and divorce documentation, including letters of testamentary, trust agreements, qualified domestic relations orders, and divorce decrees.
• Assess documents against regulatory requirements and department standards to mitigate firm risk.
• Guide advisors through inheritance and divorce processes and contribute to process improvements, training, and team projects.
• Deliver empathetic, professional service while pursuing first-call resolution whenever possible.

Requirements

• At least 2 years of client-facing or operations experience in brokerage or financial services; comparable experience may be considered.
• Experience with Microsoft Office, including Access, Excel, PowerPoint, Outlook, Teams, and Word.
• Excellent verbal, listening, written, and phone communication skills.
• Strong organization, adaptability, flexibility, and multitasking abilities in a fast-paced environment.
• Ability to work onsite in Tempe, United States.

Nice to have

• Experience with trusts, estates, beneficiary claims, retirement accounts, or legal administration.
• High-volume call center experience, including peak-season volumes.
• Experience de-escalating calls, enforcing policies, and providing solutions to external clients.
• Bachelor’s degree in business, accounting, finance, or a related field.
• SIE, Series 7, or Series 63 licenses.

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 participate in team projects and training supporting career development and advancement.
• Emphasis on integrity, creativity, flexibility, and shared team success.

Hiring process

• Application and recruiter communication through an official hirify.global email address.
• LPL does not conduct interviews through online chatroom forums or request payment or bank and credit card information during interviews.