Coordinator, Client Services (Fintech)

TL;DR

Coordinator, Client Services (Fintech): Managing client relationships and administrative support for retirement and savings plans with an accent on resolving inquiries and ensuring high-quality service delivery. Focus on facilitating communication between internal teams and plan sponsors, maintaining accurate documentation, and providing timely resolutions to client issues.

Location: Must be based in or able to work from the Austin, TX, King of Prussia, PA, or Scottsdale, AZ office (Hybrid)

Salary: $50,000–$55,000

Company

hirify.global is a financial technology company powering the savings economy, providing retirement, education, and healthcare savings solutions to over 350,000 businesses.

What you will do

• Serve as the primary point of contact for advisors and plan sponsors to address administrative needs.
• Collaborate with internal teams to resolve client issues and manage feedback loops.
• Identify and resolve one-touch tickets using internal tools.
• Participate in client conference calls to provide status updates and remediation progress.
• Document all client interactions and updates within company tooling.
• Escalate complex challenges to management, legal, or compliance teams as necessary.

Requirements

• Must be available to work 9am ET to 6pm ET.
• Strong commitment to superior customer service and a proactive, positive attitude.
• Proficiency in Excel, Google Sheets, Word, and Adobe Acrobat.
• Excellent attention to detail and accuracy with numbers.
• Ability to multitask and manage high volumes of incoming inquiries.
• Strong time management and organizational skills.

Nice to have

• Retirement industry experience.
• FINRA licenses (Series 6, 7, 63, 65, 66).
• Professional certifications such as QKA or QKC.

Culture & Benefits

• Competitive health coverage and generous vacation policy.
• Hybrid office policy with comfortable workspace options.
• 401(k) plan with company contribution.
• Dedicated Employee Wellbeing Committee.
• Participation in the Company Bonus Pool and new hire equity.

Hiring process

• Initial conversations to discuss experience and interests.
• Skill or experience screen relevant to the role.
• Virtual or in-person interview panel.
• Reference check with a current or former supervisor and peer.