Customer Experience Representative (Fintech)

TL;DR

Customer Experience Representative (Fintech): Providing high-quality support to users regarding equities, margin, and options trading with an accent on empathy, product expertise, and complex problem resolution. Focus on acting as the voice of the customer to drive product improvements and maintaining strict regulatory standards while assisting clients via phone, email, and chat.

Location: Must be based in Chicago, IL; Denver, CO; or Westlake, TX. Role is hybrid: 10-week full-time in-person onboarding required, followed by a 3-day in-office requirement every other week.

Salary: $24.70 - $29/hour

Company

hirify.global is a financial services platform on a mission to democratize finance for all.

What you will do

• Deliver exceptional customer support across phone, email, and chat channels.
• Identify and advocate for product improvements by acting as the voice of the customer.
• Develop deep subject matter expertise in equities, margin, and options trading.
• Assist users with needs ranging from simple inquiries to complex financial trading issues.
• Maintain high ethical standards and empathy in every interaction.

Requirements

• Active FINRA Series 7 and 63 Licenses are mandatory.
• Must be able to work on-site in Chicago, IL; Denver, CO; or Westlake, TX.
• Proven ability to adapt to fast-paced environments and handle complex financial tasks.
• Strong written and verbal communication skills with a customer-first mindset.
• Flexibility to work shifts including evenings and weekends as required.

Culture & Benefits

• Performance-driven compensation with bonus programs and equity ownership.
• Comprehensive health insurance (100% paid for employees) and mental health benefits.
• Lifestyle wallet for wellness and learning expenses.
• Generous time off including holidays, parental leave, and sick time.
• 401(k) matching and employer-paid life/disability insurance.