Client Service Associate (Fintech)

Location: In-office in Atlanta, GA

Salary: $23.52–$39.17 per hour

Company

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

What you will do

• Provide daily support to financial advisors and clients regarding account activity, policies, documentation, distributions, RMDs, and tax forms.
• Submit account instructions, research complex issues, and coordinate with internal departments to resolve requests on time.
• Educate clients and advisors on available services and technology, including eSignature and paperless options.
• Manage operational reports related to cash management and distributions, complete special projects, and support cost-saving digital adoption.
• Schedule meetings, prepare materials, update CRM records, process expense reports, and contribute to peer development.

Requirements

• At least 2 years of experience in the financial industry, preferably in wealth management.
• At least 2 years of experience in client service supporting clients and advisors.
• Strong attention to detail, organization, time management, analytical thinking, and problem-solving skills.
• Effective written and oral communication, with the ability to explain complex information clearly.
• Strong interpersonal skills and the ability to manage multiple projects and deadlines in a fast-paced environment.
• Experience with Outlook, Word, and Excel.

Nice to have

• Desire to obtain industry licenses such as SIE, Series 7, and Series 66.

Culture & Benefits

• Collaborative, team-oriented environment focused on client success, integrity, creativity, and continuous improvement.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Opportunities to work with multiple internal departments and contribute to projects and process improvements.