Client Experience Specialist (Wealth Management)

TL;DR

Client Experience Specialist (Wealth Management): Supporting advisory practices to deliver a meaningfully differentiated client experience for high-value clients with an accent on relationship management and operational coordination. Focus on identifying financial planning opportunities, streamlining request processing, and coordinating portfolio implementation.

Location: Remote (Must be based in the USA)

Salary: $55,300 - $76,075

Company

hirify.global is a financial services corporation focused on providing retirement and wealth management solutions to help customers achieve financial freedom.

What you will do

• Manage proactive and reactive client engagements and campaign outreach to provide a best-in-class experience.
• Collaborate with advisory teams to grow and maintain strong long-term relationships with high-value clients.
• Identify financial planning opportunities, gather required documentation, and coordinate delivery calls.
• Prepare key client documentation and welcome call summaries for advisory team meetings.
• Coordinate with trading and specialist teams to initiate portfolio implementation and handle custom requests.
• Perform quality assurance on service requests to ensure accurate and timely execution.

Requirements

• Bachelor’s degree in Business or a related discipline (or equivalent experience).
• 2+ years of related work experience in financial services or customer experience.
• Current FINRA Series 65 registration required.
• Must be authorized to work for any employer in the U.S. (No visa sponsorship available).
• Excellent verbal and written communication and organizational skills.

Nice to have

• Experience in brokerage trading and trade approval.
• Preferred certifications such as CFP or CRPC.
• Proficiency in Salesforce, NetX360, and Microsoft Office Suite.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• Paid parental leave, short-term and long-term disability, and FMLA.
• 16 hours of paid volunteer time per calendar year.