Client Services Advocate (Financial Services)

Location: Centennial, Colorado, United States; full-time, office-based position.

Salary: $48,000–$70,000 per year, plus potential annual discretionary cash and restricted stock unit bonus targets of 5% each.

Company

hirify.global is a publicly traded, digital-first financial services company providing technology-driven banking and money management solutions.

What you will do

• Serve as the primary contact for selected clients and maintain strong client relationships.
• Answer inquiries, process account transactions, review documentation, and prepare client communications and reports.
• Provide training on products, systems, processes, and operational policies to clients and internal team members.
• Partner with departments and systems teams to resolve client requests, trading issues, and operational tasks.
• Monitor workflow, support service-level commitments, and identify process improvement opportunities.
• Maintain regulatory compliance, analyze operational information, and escalate potential risks appropriately.

Requirements

• High school diploma required.
• At least 3 years of client service experience within financial services.
• Strong verbal and written communication, analytical, problem-solving, decision-making, and multitasking skills.
• Ability to manage multiple deadlines and processes accurately in a fast-paced, changing environment.
• Professional interaction with clients, advisors, custodians, internal partners, and financial services stakeholders.
• Employment eligibility verification, credit check, criminal background check, and drug screening are required before employment.

Nice to have

• Bachelor’s degree.
• Experience supporting Registered Investment Advisor clients.
• FINRA Series 7 and Series 63 licenses.

Culture & Benefits

• Medical, dental, vision, and life insurance.
• Paid sick leave, approximately three weeks of vacation, and paid holidays.
• HSA or FSA accounts and other voluntary benefits.
• 401(k) retirement plan with employer match and a 529 savings plan.
• Employee mortgage loan program and access to an hirify.global account with self-directed trading.