Field Service Specialist

Location: Springfield, Massachusetts, United States

Salary: $48,000–$60,500 per year

Company

hirify.global is a purpose-driven organization supporting financial professionals, agencies, producers, and business entities through advisor operations services.

What you will do

• Process and resolve service requests accurately and efficiently.
• Research and respond to inquiries from advisors, agencies, and internal business partners.
• Navigate multiple systems and business processes across onboarding, credentialing, compensation, direct deposit, tax reporting, and relationship maintenance.
• Build strong relationships with field partners through phone and email support.
• Identify process improvements and enhance the service experience.
• Collaborate with cross-functional partners and support training, business initiatives, and operational projects.

Requirements

• High school diploma or equivalent.
• At least 1 year of experience in high-volume operations, customer service, or administration.
• At least 1 year of experience handling time-sensitive work accurately in a fast-paced environment.
• At least 1 year of experience working against service levels, turnaround times, or quality standards.
• Experience prioritizing multiple work items while meeting production expectations.
• Must successfully complete a non-registered fingerprint background check and qualify as a fingerprinted person under FINRA requirements.

Nice to have

• Bachelor’s degree.
• Experience with credentialing, licensing, or compliance-related work.
• Strong attention to detail, organization, multitasking, communication, and customer service skills.
• Analytical, proactive problem-solving approach and adaptability in a deadline-driven environment.
• Interest in Lean principles and continuous improvement.

Culture & Benefits

• Clear ownership and accountability connected to company and customer outcomes.
• Collaborative environment that welcomes different perspectives.
• Access to learning, development, and internal networks for continued skill-building.
• Employee-led communities and forums supporting connection, learning, and inclusion.
• Culture grounded in integrity, responsibility, stewardship, and long-term impact.