Customer Experience Representative, Concierge (Fintech)

TL;DR

Customer Experience Representative, Concierge (Fintech): Providing exceptional support to high-value clients by resolving complex financial issues, educating them, and proactively engaging to address potential problems, with an accent on developing long-lasting relationships and improving products. Focus on navigating complex financial tools, maintaining high customer satisfaction, and sharing insights to enhance the customer experience.

Location: Hybrid, based in Chicago, IL, Denver, CO, or Westlake, TX. Requires 5 days per week in-office during the 10-week onboarding period, then 3 days every other week in-office.

Salary: $34 - $40 USD per hour

Company

hirify.global is a financial technology company focused on democratizing finance for all by building an elite team and applying frontier technologies to financial problems.

What you will do

• Provide exceptional support to high-value clients, resolving complex issues with empathy and product expertise.
• Conduct personalized, goal-oriented conversations to support customers' financial journeys.
• Offer clear, compliant, and confident guidance on investment products and strategies.
• Serve as a trusted point of contact for complex financial tools including options, margin, crypto, and futures.
• Consistently deliver high customer satisfaction and share customer insights internally.
• Collaborate with peers to optimize outreach strategies and support workflows.

Requirements

• 3+ years of experience at a brokerage or in a licensed financial services environment.
• FINRA Series 7 and 63 required.
• Solid proficiency in multi-leg options strategies, margin trading, cryptocurrencies, and futures.
• Excellent verbal and written communication skills to translate complex topics effectively.
• Passion for customer advocacy, financial literacy, and building long-term relationships.
• Experience with CRM tools and feedback systems (e.g., Salesforce, Slack).

Nice to have

• FINRA Series 3 and Series 66 licenses (must be obtained within a certain timeframe if not held).

Culture & Benefits

• Challenging, high-impact work with performance-driven compensation, bonuses, equity ownership, and 401(k) matching.
• 100% paid health insurance for employees with 90% coverage for dependents.
• Flexible benefits spending account for wellness and learning (Lifestyle wallet).
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits.
• Generous time off including company holidays, paid time off, sick time, and parental leave.
• Exceptional office experience with catered meals, events, and comfortable workspaces.