Client Services Representative (Fintech)

TL;DR

Client Services Representative (Fintech): Providing real-time support and problem solving for retail traders using the hirify.global platform with an accent on account management and technical troubleshooting. Focus on educating customers, managing data in Salesforce, and collaborating with internal technical and compliance teams to improve user experience.

Location: Chicago, IL

Salary: $54,000 USD per year

Company

hirify.global is an industry-leading retail trading platform and futures broker providing award-winning software and brokerage services to millions of users worldwide.

What you will do

• Resolve client support inquiries via phone and email regarding accounts and the platform.
• Assist with account setup, technical troubleshooting, and treasury-related items.
• Educate customers on the product line to maximize their trading experience.
• Manage customer data using Salesforce and productivity tools like Jira and Confluence.
• Collaborate with Trade Desk, Technical Support, and Compliance teams.
• Assist in beta testing software updates and creating knowledge base articles.

Requirements

• Strong computer skills and ability to learn complex systems quickly.
• Excellent written and verbal communication skills.
• Ability to explain complex instructions in a simple, understandable way.
• Tech-savvy mindset for direct client troubleshooting.
• Must be based in Chicago, IL.

Nice to have

• Fluency in Spanish (written and spoken).
• 1+ year of customer service experience in a high-volume technology company.
• Experience with CRM and ticketing software.
• Knowledge of the trading industry.

Culture & Benefits

• Annual salary of $54,000 with a 4% target performance bonus.
• 401k plan with 3.5% company match.
• 18 days of accrued PTO plus 7 paid holidays and 1 service day.
• Comprehensive health, vision, and dental coverage.
• 100% company-covered life and disability insurance.
• Paid parental bonding leave.