Sr. Specialist, Client Support (Fintech)

Location: Remote - New York, United States

Annual base pay: $45,750–$79,000 USD

Company

hirify.global is a global financial services organization undergoing a customer-focused, technology-driven transformation.

What you will do

• Provide daily client support by phone, email, and face-to-face communication, including account opening, balance inquiries, wire processing, transfers, loan advances, payoffs, and paydowns.
• Troubleshoot customer issues, investigate exceptions, onboard new clients, and identify cross-selling and retention opportunities.
• Support Relationship Managers and Loan Officers with client calls, data entry, document packages, transaction histories, statements, payment requests, and project information.
• Prepare weekly ICC reports and packets, maintain meeting minutes, process invoices through Concur, and track vendor invoices.
• Maintain bankruptcy logs, credit-file insurance evidence, and documentation requested for compliance examinations.
• Ensure submitted paperwork is accurate and timely while meeting requirements related to government banking regulations.

Requirements

• Bachelor’s degree in a related field, or equivalent experience, training, military service, or education.
• At least 3 years of experience in customer service, business processes, or project management.
• Experience with Microsoft Office, including Outlook, Excel, and Word.
• Strong customer service, communication, analytical, problem-solving, judgment, and data-interpretation skills.
• Ability to manage multiple tasks and deadlines, resolve exceptions, operate office technology, and adapt to change.
• Must be legally authorized to work in the United States on a full-time basis without employer sponsorship.

Nice to have

• Established work history or equivalent experience, training, military service, or education.

Culture & Benefits

• Remote work arrangement based in New York.
• Competitive rewards package and benefits supporting employees, families, and well-being.
• Inclusive and accessible application process with reasonable accommodations available.
• Strong risk culture with proactive responsibility for risk management at all levels.