Registered Financial Customer Service Professional (Fintech)

Location: Remote - Nationwide within the United States; contact center shifts may run until 10:00 p.m. Eastern, with schedules assigned according to business needs and earlier shifts not guaranteed.

Base salary: $41,600–$57,125 per year, with compensation varying by location, experience, education, licensure, and skills.

Company

hirify.global provides financial services focused on helping customers achieve financial freedom and manage retirement savings.

What you will do

• Provide customer service for retirement savings accounts in a call center environment.
• Educate and hirify.global customers without cold calling or sales.
• Communicate critical plan updates and changes.
• Process contribution changes, loans, withdrawals, and general account changes directed by customers.
• Collaborate with associates and complete paid training with ongoing coaching.

Requirements

• Availability for a 40-hour work week, Monday through Friday outside traditional business hours, with occasional Saturdays.
• Associate degree or higher and at least one year of customer service experience, including food service, retail, hospitality, teaching, military, or banking; alternatively, two or more years of customer service experience.
• Current FINRA Series 6 and Series 63 licenses, or higher equivalent licensure, are required.
• Ability to work overtime as required by business needs.
• Applicants must be authorized to work for any employer in the United States; employment visa sponsorship, including CPT/OPT sponsorship, is not available.
• Reliable high-speed internet with a wired connection, at least 50 Mbps download and 10 Mbps upload, and a quiet home workspace are required. The computer must connect directly to a modem or router using an Ethernet cable.

Nice to have

• Financial services or call center experience.
• Passion for quality customer service and engagement with customers by phone.
• Ability to adapt communication style for a diverse customer base.
• Attention to detail and ability to learn and apply financial industry policies, processes, and procedures.

Culture & Benefits

• Flexible work environment, internal mobility, career development, coaching, and an inclusive culture.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, ten paid company holidays, three floating holidays, paid volunteer time, parental leave, disability leave, and FMLA programs.
• Business Resource Groups supporting inclusion and collaboration.