Customer Experience Representative, Executive Office (Fintech)

TL;DR

Customer Experience Representative, Executive Office (Fintech): Resolving complex, high-priority customer issues and executive escalations with an accent on regulatory compliance and internal collaboration. Focus on investigating complaints from bodies like SEC and FINRA, analyzing root causes, and recommending process improvements to reduce future escalations.

Location: Must be based in Denver, CO or Westlake, TX (Hybrid: 3+ days in office)

Salary: $33.15 - $40 per hour

Company

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

What you will do

• Resolve high-priority customer issues via phone, chat, and email with accuracy and empathy.
• Manage executive escalations involving senior stakeholders, board members, and high-visibility customers.
• Investigate and resolve complaints referred by regulatory bodies such as SEC, FINRA, and CFPB.
• Analyze recurring issue trends to identify root causes and suggest process improvements.
• Communicate findings and resolution summaries to Legal, Compliance, and senior leadership.

Requirements

• FINRA Series 7 and 63 licenses required.
• Ability to obtain Series 66 and Series 24 (or 9/10) within 120 days of hire.
• 3+ years of customer support experience within financial services.
• Strong problem-solving skills in time-sensitive, complex scenarios.
• Must be based in Denver, CO or Westlake, TX.

Culture & Benefits

• Performance-driven compensation with bonuses, equity ownership, and 401(k) matching.
• 100% paid health insurance for employees and 90% coverage for dependents.
• Flexible lifestyle wallet for wellness, learning, and other personal development.
• Employer-paid life, disability, fertility, and mental health benefits.
• Comprehensive time-off policy including parental leave, sick time, and company holidays.
• Premium office experience featuring catered meals, events, and comfortable workspaces.