Client Engagement Associate (Fintech)

TL;DR

Client Engagement Associate (Fintech): Engaging prospective and existing clients to generate interest in wealth management offerings with an accent on outbound outreach and lead qualification. Focus on bridging the gap between clients and Financial Advisors through effective communication, needs assessment, and scheduling.

Location: Remote (USA). Applicants must be authorized to work for any employer in the U.S. (No sponsorship, CPT/OPT not accepted)

Salary: $38,500 - $49,000

Company

hirify.global is a financial services firm dedicated to helping customers achieve financial freedom through flexible work environments and inclusive career paths.

What you will do

• Conduct high-volume inbound and outbound calls to qualify prospective and existing clients for wealth management services.
• Schedule and confirm appointments for Financial Advisors to discuss investment strategies and financial planning.
• Engage clients via phone, chat, and email to provide guidance and enhance the overall client experience.
• Utilize pre-defined scripts to assess client needs and document detailed financial goals in CRM systems.
• Partner with Financial Advisors to ensure seamless handoffs of qualified prospective client opportunities.
• Maintain strict compliance with all regulatory requirements, policies, and procedures.

Requirements

• High school diploma or equivalent.
• Authorized to work in the U.S. without sponsorship (No CPT/OPT).
• Strong verbal, written, and listening communication skills.
• Excellent organizational and time management abilities.
• Ability to work in a fast-paced, team-oriented environment.

Nice to have

• Associate degree.
• Previous experience in financial services, sales, or client engagement.
• Knowledge of investment products and financial services.
• Experience managing high-volume outbound calling activity.
• Clean U4 record, if applicable.

Culture & Benefits

• Comprehensive medical, dental, vision, and life insurance.
• 401(k) plan with generous company matching contributions up to 6%.
• Tuition reimbursement up to $5,250 per year.
• Generous paid time off, including 10 company holidays and 3 floating holidays.
• 16 hours of paid volunteer time per calendar year.
• Paid parental leave and short/long-term disability programs.