Client & Partner Support Specialist (Financial Services)

Location: City of Taguig, Metro Manila, Philippines. Workplace flexibility: Onsite.

Company

hirify.global provides financial services focused on helping customers achieve financial freedom.

What you will do

• Provide service coverage and operational support for advisors, partners, and plan sponsors in the Core Market Segment, typically plans under $35 million.
• Contribute to and oversee team and cross-functional bulk tasks while improving service consistency and partner engagement.
• Follow up on outstanding tasks and communicate progress clearly to stakeholders.
• Investigate and resolve client and operational issues with internal teams.
• Manage requests involving contributions, loans, distributions, enrollments, payroll support, compliance, audits, reporting, and fund or fee changes.
• Identify process improvements that enhance client experience and operational effectiveness.

Requirements

• High school diploma required. A bachelor's degree in business or a related field is preferred.
• FINRA fingerprinting required.
• 1–3 years of experience in financial services, client service, or relationship management is preferred.
• Beginner to intermediate understanding of retirement plan documentation, investments, and related ERISA, DOL, and IRS requirements.
• Familiarity with plan sponsor and participant tools, reporting systems, and operational workflows.
• Excellent verbal and written communication, including the ability to explain complex financial concepts clearly.
• Strong organizational, multitasking, and problem-solving skills with high attention to detail and commitment to accuracy.
• Proficiency in Microsoft Office Suite and related business software.

Culture & Benefits

• Professional home or office environment with standard office equipment and collaboration platforms.
• High-speed internet is required for remote work, although this role is designated onsite.
• Work emphasizes client satisfaction, service quality, compliance, collaboration, purpose, well-being, and work-life balance.
• Inclusive environment with opportunities for internal mobility and community volunteering.