Customer Experience Representative, Concierge (Fintech)

TL;DR

Customer Experience Representative, Concierge (Fintech): Providing exceptional support to high-value clients by resolving complex issues and conducting personalized conversations to support their financial journeys with an accent on demonstrating empathy and a deep understanding of their needs. Focus on navigating complex financial tools including multi-leg options, margin, crypto, and futures.

Location: This role is based in our Chicago, IL, Denver, CO, and Westlake, TX office(s), with in-person attendance expected 5 days per week during the onboarding period and at least 3 days bi-weekly afterwards.

Salary: $33.15 - $40 USD hourly.

Company

hirify.global's Customer Experience team is committed to providing an outstanding customer experience.

What you will do

• Provide exceptional support to high-value clients by resolving complex issues efficiently, while demonstrating empathy and a deep understanding of their needs.
• Conduct personalized, goal-oriented conversations with customers to understand and support their financial journeys.
• Provide clear, compliant, and confident guidance across a range of investment products and strategies.
• Serve as a trusted point of contact for customers navigating complex financial tools including multi-leg options, margin, crypto, and futures.
• Share insights and themes from customer interactions with internal teams to improve products and services.
• Collaborate with peers to optimize outreach strategies and support workflows.

Requirements

• 3+ years of experience at a brokerage or within a licensed financial services environment.
• FINRA Series 7 and 63 required.
• FINRA Series 3 and Series 66 licenses are preferred and must be obtained within a certain amount of days of employment if not already held.
• Solid proficiency in multi-leg options strategies, margin trading, cryptocurrencies, and futures.
• Excellent verbal and written communication skills—able to translate complex topics clearly and effectively.
• Experience with CRM tools and feedback systems (e.g., Salesforce, Slack).

Culture & Benefits

• Challenging, high-impact work to grow your career
• Performance driven compensation with multipliers for outsized impact, bonus programs, equity ownership, and 401(k) matching
• Best in class benefits to fuel your work, including 100% paid health insurance for employees with 90% coverage for dependents
• Lifestyle wallet - a highly flexible benefits spending account for wellness, learning, and more
• Employer-paid life & disability insurance, fertility benefits, and mental health benefits
• Time off to recharge including company holidays, paid time off, sick time, parental leave, and more!