Associate Service Consultant (Financial Services)

Location: Fort Mill/Charlotte, United States

Salary: $21.10–$35.16 per hour

Company

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

What you will do

• Handle approximately 30–40 inbound calls per day from financial advisors, their assistants, and internal service associates.
• Make outbound calls as needed to resolve Overlay Service and Operations issues.
• Maintain knowledge of GWP, MWP, OMP, PWP, and SMA products and explain their differences.
• Guide users through hirify.global processes and accurately process service requests.
• Provide customer support, seek assistance, escalate issues when necessary, and resolve problems efficiently.

Requirements

• 1–2 years of customer service experience, preferably in financial services.
• Strong problem-solving skills, initiative, ownership, empathy, and customer focus.
• Ability to navigate multiple systems simultaneously with strong organization and attention to detail.
• Strong communication and relationship management skills, including the ability to work with clients, management, and employees at all levels.
• Curiosity and willingness to continuously learn.

Nice to have

• SIE or Series 7 license.
• Willingness to obtain the required license in the future.

Culture & Benefits

• Collaborative, team-oriented environment focused on client success and continuous improvement.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Work focused on supporting financial advisors and helping clients pursue their financial goals.

Hiring process

• LPL communicates with applicants only from an @lplfinancial.com email address.
• Interviews are not conducted online or in chatroom forums, and applicants are not asked for payment or bank and credit card information.