Capital Markets Client Service Associate (Fintech)

TL;DR

Capital Markets Client Service Associate (Fintech): Serving as the primary client contact and project coordinator for complex financial document workflows with an accent on SEC filings and transaction-related disclosures. Focus on managing end-to-end project lifecycles, ensuring accuracy in high-stakes financial environments, and maintaining seamless communication during overnight hours.

Location: Must be based in the United States (Remote, Overnight Shift: 11:00 PM to 7:00 AM ET).

Compensation: $90,000 – $100,000

Company

hirify.global is a global fintech leader providing technology-driven solutions for financial services, including investor communications and technology-based solutions for capital markets.

What you will do

• Serve as the main point of contact for corporate issuers, legal counsel, and investment banking teams.
• Manage financial print and disclosure projects from intake through final delivery, including EDGAR filing support.
• Partner with internal production, composition, and quality control teams to ensure accuracy and adherence to deadlines.
• Monitor project status, identify risks, and proactively communicate updates and timing expectations to clients.
• Support SEC filing workflows, including prospectuses, registration statements, and proxy materials.
• Troubleshoot client issues and maintain detailed project documentation in a highly regulated environment.

Requirements

• Must be available for the overnight shift (11:00 PM to 7:00 AM ET).
• Must be based in the United States.
• 3–5 years of experience in client service, project coordination, or financial document production.
• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat Pro.
• Strong organizational and multitasking skills in a deadline-driven environment.
• Ability to maintain high attention to detail and composure under pressure.

Nice to have

• Experience with SEC forms and filings (S-1, S-3, 10-K, 10-Q, etc.).
• Background in financial printing, regulatory disclosure, or transaction support.
• Familiarity with workflow or production tracking systems.

Culture & Benefits

• Comprehensive benefit offerings including health and wellness programs.
• Commitment to an inclusive, collaborative, and supportive work environment.
• Bonus eligibility.
• Paid sick leave and other legally required benefits.