Client Service Sr. Analyst (Financial Services)

Location: Miami, United States

Salary: $50,625–$85,000 USD annual base pay

Company

hirify.global is a financial services organization undergoing a customer-centric, technology-driven transformation.

What you will do

• Provide administrative, operational, and client service support to Financial Advisors and internal and external clients.
• Respond to client requests, inquiries, and service needs; resolve routine issues and escalate complex matters appropriately.
• Maintain Financial Advisors’ calendars and coordinate client appointments.
• Scan and upload documents, maintain records, perform data entry, and support reporting activities.
• Assist with client research, reports, reviews of client and prospect information, and sales-related activities.
• Develop proficiency in business systems and support the timely completion of routine and cyclical activities.

Requirements

• Associate’s degree in Finance, Business Administration, Insurance, Economics, Communications, or a related field, or equivalent work experience.
• 3+ years of experience in customer service, sales support, financial services, or a related occupation.
• Ability to work independently, prioritize own workload and responsibilities, meet deadlines, and collaborate toward shared team goals.
• Strong attention to detail, accuracy, organization, initiative, and client-service orientation.
• Effective verbal and written communication skills with clients and internal business partners.
• Experience maintaining database records and supporting reporting activities.
• Good analytical and problem-solving skills, including researching routine issues and identifying solutions within established procedures.
• Working knowledge of sales support practices, client service techniques, and relevant departmental and bank products and services.
• Appropriate investment licensing, including FINRA Series 7 and 66 and Life and Health insurance licenses, is required for the role; proficiency with Microsoft Office products is also required.
• Ability to prepare materials and information for Financial Advisors, understand client needs, and gather and use information to support business activities.
• Applicants must be legally authorized to work in the United States full time without employer sponsorship.

Nice to have

• Bilingual English/Spanish communication skills.
• Business Analysis Certification.
• Established work history or equivalent demonstrated through work experience, training, military service, or education.

Culture & Benefits

• Competitive rewards package and benefits supporting employees, families, and well-being.
• Inclusive and accessible application process with reasonable accommodations available.
• Strong risk culture with proactive and responsible risk management expected at every level.
• Work involves frequent minimal physical effort, including sitting, standing, and walking; occasional light lifting may be required depending on location.