Client Service Administrator

TL;DR

Client Service Administrator (Fintech): Managing client relationships and office operations with an accent on concierge-level service and event coordination. Focus on maintaining CRM systems, vendor management, and ensuring high-quality administrative support for a financial practice.

Location: Must be based in the US (In-office position)

Salary: $33–$35/hr ($68,640–$72,800/year)

Company

hirify.global is a financial services organization providing wealth management and insurance products.

What you will do

• Build and maintain strong rapport with clients through in-person and phone interactions.
• Oversee the client relationship management system to ensure data integrity.
• Act as the project manager for all community and marketing events.
• Serve as the primary point of contact for external service vendors.
• Maintain an inviting and professional office environment.
• Provide concierge-level service to ensure high customer satisfaction.

Requirements

• Must be able to work in-office.
• Previous experience in administrative, secretarial, or marketing roles.
• Strong technical aptitude with business tools including Microsoft Word, Excel, and PowerPoint.
• Excellent written and verbal communication skills.
• Ability to handle multiple tasks and maintain quality under frequent interruptions.
• Ability to maintain the integrity of sensitive and confidential information.

Culture & Benefits

• Comprehensive medical, disability, and life insurance coverage.
• 401(k) retirement plan participation.
• Paid Time Off (PTO) and holiday pay.
• Opportunity to work within a collaborative financial practice environment.