Advisor Support Specialist

TL;DR

Advisor Support Specialist: Delivering industry-leading support to Financial Advisor clients by managing day-to-day inquiries and orchestrating cross-departmental projects that drive long-term client satisfaction and retention. Focus on proactive relationship building, issue resolution, and efficient service delivery in a fast-paced financial services environment.

Location: Hybrid in Wakefield, MA

Salary: $65,000–$72,000 USD

Company

hirify.global is a product company dedicated to empowering Financial Advisors with innovative technology and exceptional support.

What you will do

• Cultivate and maintain strong client relationships as a primary point of contact for tactical issues.
• Address Financial Advisor inquiries via multiple channels with professionalism and urgency.
• Provide daily support, data issue resolution, and request processing with accuracy.
• Organize, manage, and execute cross-departmental, client-related projects.
• Monitor project progress and communicate status updates to stakeholders.
• Maintain accurate records of client interactions and escalate complex issues appropriately.

Requirements

• Experience: 1-3 years in client service or customer support, preferably in financial services.
• Education: Bachelor's degree.
• Proficiency with word processing, spreadsheet, accounting, and database software.
• Familiarity with CRM platforms and project management tools.
• Excellent written and verbal communication abilities.
• Strong analytical and problem-solving skills with superior time management.

Nice to have

• Experience managing and supporting Financial Advisors in the RIA channel or Family Offices.
• Familiarity with wealth management platforms and investment operations.
• Track record of managing a high volume of client relationships.
• Experience supporting accounts with significant assets under management.
• Understanding of financial advisor workflows and pain points.

Culture & Benefits

• Opportunity to make a meaningful impact on client success.
• Comprehensive total rewards package including equity-based grants for all new hires.
• Company-paid medical premiums of 90%.
• Competitive time-off program.
• Commitment to diversity and an inclusive environment.