Tier 1 Client Service Agent (Fintech, SaaS)

TL;DR

Tier 1 Client Service Agent (Fintech, SaaS): Serving as the first line of support for client inquiries regarding SaaS and learning solutions with an accent on professional communication and problem-solving. Focus on educating clients on industry best practices, documenting interactions, and escalating complex technical issues.

Location: Remote (US)

Salary: $50,000–$60,000 annually

Company

hirify.global is a company focused on empowering others to accomplish more, fostering a collaborative, engaging, and inclusive environment.

What you will do

• Serve as the first line of support for client inquiries via phone, email, and live chat regarding Fi360’s SaaS and learning solutions.
• Provide clear, professional guidance to clients on features, functionality, policies, and procedures.
• Accurately document all client interactions in systems like Zendesk and Salesforce.
• Educate clients on Industry Best Practices, the Fiduciary Standard of Care, and effective use of Fi360’s tools.
• Troubleshoot common technical issues and escalate complex cases as needed.
• Collaborate with internal teams to communicate client feedback and identify enhancement opportunities.

Requirements

• 1+ years of client relations, customer support, or sales experience, including direct communication via phone and email.
• Strong written and verbal communication skills.
• Basic technical aptitude and willingness to learn SaaS platform support.
• High level of professionalism and commitment to client satisfaction.
• Competence in using software tools such as Zendesk, Salesforce, and Microsoft Office.
• Effective troubleshooting and problem-solving skills.

Culture & Benefits

• Collaborative, engaging, and inclusive work environment that values diverse perspectives.
• Comprehensive benefit offerings as detailed on hirify.globalbenefits.com.
• Paid sick leave for Colorado employees in compliance with the Healthy Families and Workplaces Act.
• Emphasis on continuous improvement and learning within the financial services industry.
• Commitment to empowering associates and fostering authenticity.