Client Experience Specialist - Personal Strategy (Financial Services)

Location: Remote - Nationwide, United States. Applicants must be authorized to work for any employer in the U.S.; visa sponsorship, including CPT/OPT sponsorship, is not available. Reliable high-speed wired internet and a suitable home workspace are required.

Base salary: $55,300–$76,075 per year, depending on location, experience, education, licensure, and skills. Non-sales positions may participate in a bonus program.

Company

hirify.global provides financial services focused on helping customers achieve financial freedom and supporting long-term financial well-being.

What you will do

• Support four advisory practices and deliver proactive and reactive client engagements.
• Build and maintain long-term relationships with high-value advisory clients in collaboration with experienced advisory teams.
• Identify financial planning opportunities, gather documentation, and coordinate advisory delivery calls.
• Prepare client and welcome-call summaries for advisory meetings and introductions.
• Coordinate service requests, quality assurance, cost-basis collection, trade-related analysis, and portfolio implementation.
• Support client appreciation activities and identify opportunities to expand client relationships.

Requirements

• Bachelor’s degree in Business or a related discipline, or equivalent experience.
• At least 2 years of related experience in financial services, customer experience, or client services.
• Strong verbal and written communication, organization, presentation, and multitasking skills.
• FINRA Series 65 registration is required within established timelines.
• Authorization to work for any employer in the United States is required.
• Ability to work independently, manage time-sensitive requests, and build client trust.

Nice to have

• Experience with brokerage trading and trade approval.
• CFP or CRPC qualification, or an interest in attaining one.
• Experience with Microsoft Office, Salesforce, NetX360, and related systems.
• Strong interpersonal, collaborative, and client relationship-building skills.

Culture & Benefits

• Flexible remote work environment with opportunities for internal mobility and career development.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, company holidays, floating holidays, paid volunteer time, and parental and disability leave programs.
• Inclusive environment with Business Resource Groups and community volunteering opportunities.