Client Relationship Associate (Fintech)

Location: On-site in Destin, Florida, United States

Company

hirify.global is a rapidly growing registered investment advisor combining wealth management expertise with fintech and technology to deliver tailored client experiences.

What you will do

• Manage the advisor’s calendar, inbox, priorities, and follow-up tasks.
• Serve as the first point of contact for clients and prospects by handling calls, emails, meeting scheduling, and new inquiries.
• Prepare reports, statements, and notes for client meetings and coordinate follow-up actions.
• Coordinate onboarding, account paperwork, transfers, and money movement with custodians and the Client Experience team.
• Maintain accurate CRM and client records while identifying issues and opportunities early.

Requirements

• At least 2 years of client-facing support experience in financial services, wealth management, banking, insurance, or an RIA.
• Strong organization, self-direction, ownership, and attention to detail.
• Warm, professional communication skills and confidence welcoming clients in person.
• Experience with CRMs and custodial platforms, with the ability to learn new technology quickly.
• Ability to work on-site in the Destin, Florida office.

Nice to have

• SIE, Series 65/66, or other financial industry licenses, or motivation to earn them.
• Experience with account transfers, money movement, or portfolio rebalancing.
• Established connections in the Emerald Coast community.

Culture & Benefits

• Full-time hourly role with a development path toward a licensed Relationship Manager position.
• Opportunity to join a fast-scaling startup at an early stage of its Destin office.
• Competitive compensation package tied to impact.
• Full health benefits, 401(k) matching, Roth IRA options, and unlimited paid time off.
• Collaborative environment with fintech and wealth management professionals.