Client Relationship Specialist (Fintech)

TL;DR

Client Relationship Specialist (Fintech): Managing a dedicated portfolio of clients to ensure risk protection and high-quality relationship management with an accent on client profiling and compliance. Focus on safeguarding AML/KYC standards, identifying churn signals, and optimizing Source of Funds (SoF) readiness.

Location: Onsite in Uruguay. Full relocation support is provided for the employee and their family.

Company

hirify.global is a leading global trading broker providing advanced fintech solutions to over 1 million clients worldwide.

What you will do

• Manage a defined portfolio of clients, acting as the primary remote contact via calls, chats, and email.
• Identify early churn or risk signals and escalate them to maintain client retention.
• Drive the accuracy of client profiling data and ensure Source of Funds (SoF) readiness.
• Validate client information through documentation and open-source checks.
• Ensure all interactions adhere to AML, KYC, and internal risk standards.
• Collaborate with operations and compliance teams to resolve client issues and smooth onboarding.

Requirements

• Bachelor's degree.
• Native Portuguese and advanced English proficiency.
• Minimum 2 years of experience in client-facing roles within the financial services industry.
• Experience with Salesforce, Tableau, and reporting tools.
• Solid understanding of financial products and the client lifecycle.
• Must be based in or willing to relocate to Uruguay.

Nice to have

• Investment licenses or financial certifications (e.g., CFA, CFP, Series licenses).

Culture & Benefits

• Full relocation support including flights, housing, visas, and legal assistance.
• Top-tier health, dental, vision, and life insurance for the employee and family.
• Unlimited learning opportunities, English lessons, and an education allowance for school/kindergarten.
• Employee share scheme and performance-based bonuses.
• 21 working days of annual leave plus fully paid sick, maternity, and paternity leave.
• Wellness allowance, meal and transport allowances, and an employee appreciation program.

Hiring process

• Introductory call with a Recruiter.
• English proficiency check.
• Written and verbal Capability test.
• Interview with the Hiring Manager.
• Final interview.