Sr. Specialist, Client Support (Fintech)

Location: Remote in New Jersey, Rhode Island, Connecticut, or Massachusetts; applicants must be legally authorized to work full-time in the United States without employer sponsorship.

Annual base pay: $45,750–$79,000 USD.

Company

hirify.global is a global financial services organization evolving toward a technology-driven, customer-centric model.

What you will do

• Provide daily client support by telephone, email, and face-to-face communication, including account opening, balance inquiries, wire processing, loan advances, transfers, payoffs, and paydowns.
• Troubleshoot and investigate customer issues, onboard new clients, provide product education, and identify cross-selling and retention opportunities.
• Support Relationship Managers, Loan Officers, and customers with packages, data entry, transaction histories, statements, payment requests, payoff letters, and related documentation.
• Prepare weekly ICC reports and packets, attend meetings, take minutes, and track vendor invoices.
• Maintain bankruptcy logs, credit-file insurance evidence, attorney files, and compliance-exam data and files.
• Process invoices through Concur and meet compliance-testing expectations related to government banking regulations.

Requirements

• Bachelor’s degree in a related field, or equivalent demonstrated through work experience, training, military service, or education.
• 3+ years of customer service, business process, or project management experience.
• Experience with Microsoft Office, including Outlook, Excel, and Word.
• Proven customer service and relationship skills, with exceptional verbal, written, presentation, and interpersonal communication.
• Ability to manage multiple tasks, projects, and deadlines simultaneously; identify and resolve exceptions; interpret data; and apply strong analytical and problem-solving skills.
• Active listening, patience, appropriate questioning, sound judgment, prudent decision-making, and adaptability to change.
• Ability to operate office technology including multiline telephone systems, computers, copiers, and fax machines.
• Must be legally authorized to work full-time in the United States without employer sponsorship.

Nice to have

• Established work history or equivalent experience demonstrated through work experience, training, military service, or education.

Culture & Benefits

• Remote work available in the listed U.S. states.
• Benefits package supporting employees, families, and well-being.
• Inclusive and accessible workplace with reasonable accommodations available.
• Strong risk culture and expectations for proactive, responsible risk management.
• Frequent minimal physical effort such as sitting, standing, and walking; occasional light lifting may be required depending on location.

Hiring process

• Apply through the stated application process.
• Contact TAOps@hirify.global.us for application accessibility or disability-related assistance.