Client Service Administrator (Financial Services)

TL;DR

Client Service Administrator (Financial Services): Providing operational and administrative support to a growing advisory practice with an accent on client experience, workflow execution, and advisor support. Focus on streamlining processes, managing pending business tracking, and ensuring high-touch client communication.

Location: Onsite in Berlin (USA)

Salary: $23–28/hr

Company

hirify.global is a professional advisory practice providing financial and insurance services.

What you will do

• Serve as the primary point of contact for clients, triaging communications and managing the office greeting process.
• Act as a time multiplier for the lead advisor by organizing priorities and reducing administrative friction.
• Prepare for client meetings, including case documentation and follow-up tracking.
• Own the end-to-end tracking of pending business and service task execution.
• Support annual client service initiatives and various value-add projects.
• Identify and implement opportunities to streamline operational processes.

Requirements

• Must be based in Berlin (USA) for full-time onsite work.
• 2+ years of experience in securities, insurance, or financial services preferred.
• Strong technical aptitude with Microsoft Word, Excel, PowerPoint, AI/Co-pilot, and CRM systems.
• Ability to manage multiple priorities with high accuracy and attention to detail.
• Professionalism and discretion when handling sensitive client and firm information.
• Willingness to obtain future securities and insurance licensing.

Culture & Benefits

• 401K retirement plan.
• Stipend for medical and dental benefits.
• Paid Time Off (PTO) and holiday pay.
• Opportunities for professional growth and advancement into operational leadership.