Client Relationship Consultant - Retirement

Location: Remote from Georgia, South Carolina, Connecticut, New York, Minnesota, or Massachusetts, United States.

Annual base salary: $63,470–$105,800 USD, with potential incentive opportunities.

Company

hirify.global provides financial and retirement services focused on helping individuals and communities achieve better financial futures.

What you will do

• Build, maintain, and enhance relationships with an assigned book of existing law firm clients.
• Respond to client inquiries and support satisfaction and retention through meetings covering service levels, plan utilization, products, and fund performance.
• Assist clients with Form 5500, nondiscrimination testing, year-end activities, and other cyclical events.
• Partner with sales, recordkeeping, and operations teams to support client needs.
• Resolve client issues, escalate matters when appropriate, and maintain responsibility for client relationships and retention.
• Use available automation, AI, and digital tools responsibly to improve client support.

Requirements

• Bachelor’s degree required.
• 3+ years of plan or client relationship experience.
• Strong written and verbal communication skills.
• Strong working knowledge of 401(k) plans and applicable ERISA provisions.
• Good working knowledge of the company’s products and services.
• FINRA SIE and Series 6 must be obtained within 120 days.

Nice to have

• OMNI experience.

Culture & Benefits

• Purpose-driven, inclusive work environment focused on customer service, collaboration, operational excellence, and continuous learning.
• Health, dental, vision, and life insurance plans.
• 401(k) savings plan with company matching contributions of up to 6%, plus an employer-paid cash balance retirement plan with a 4% contribution.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off including 20 days, nine company holidays, a Diversity Celebration Day, and 40 hours of paid volunteer time annually.