Client Service Associate (Fintech)

Location: Aberdeen, South Dakota, United States; in-office Monday–Friday

Salary: $23.52–$39.17 per hour

Company

hirify.global provides wealth management, investment, technology, and practice management solutions to financial advisors and institutions in the United States.

What you will do

• Serve as the primary client contact through phone, email, and in-person interactions.
• Coordinate advisor calendars, schedule meetings, prepare materials, and manage follow-up communications.
• Process account openings, transfers, beneficiary changes, required minimum distributions, address updates, and other account maintenance.
• Maintain accurate CRM records and protect confidential client information while supporting compliance requirements.
• Coordinate with custodians, fund companies, and financial institutions to process transactions and resolve account issues.
• Support branch operations and client engagement through document preparation, mail management, events, seminars, newsletters, and social media updates.

Requirements

• Must work in the office Monday–Friday.
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Word, Excel, Outlook, and PowerPoint.
• Ability to learn and use CRM systems.
• Strong problem-solving skills, professionalism, discretion, ethical conduct, and the ability to work independently and collaboratively.

Nice to have

• Associate or bachelor’s degree in business, accounting, finance, or a related field.

Culture & Benefits

• Collaborative, team-oriented environment focused on client success and continuous improvement.
• 401(k) matching and health benefits.
• Employee stock options.
• Paid time off and volunteer time off.
• Opportunities to contribute to client engagement and community-focused initiatives.