Client Service Manager (Fintech)

TL;DR

Client Service Manager (Fintech): Managing client relationships and onboarding processes within a wealth management team with an accent on financial planning support, CRM data integrity, and regulatory compliance. Focus on coordinating client meetings, preparing investment reports, and ensuring seamless service delivery across internal and partner systems.

Location: Must be based in or able to commute to Phoenix, AZ (Hybrid)

Company

hirify.global is a financial services firm providing employer-based benefits, retirement planning, and personalized investment services to help families and businesses succeed.

What you will do

• Guide new clients through the onboarding process, including account setup and documentation collection.
• Act as the primary point of contact for client inquiries, ensuring timely and accurate responses.
• Collaborate with advisors to prepare financial plans, performance reports, and investment summaries for client meetings.
• Maintain accurate client data and interactions within the CRM system.
• Coordinate with custodians and brokerage firms to process client transactions and account activities.
• Ensure all client service activities comply with regulatory requirements and internal policies.

Requirements

• Bachelor's degree in Business, Economics, Finance, or related field preferred.
• 5+ years of experience in wealth management service business.
• Solid understanding of financial planning principles, investment strategies, and industry regulations.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to maintain confidentiality of highly sensitive financial and personnel data.
• Must be able to travel for business up to 25%.

Nice to have

• Familiarity with Charles Schwab, Fidelity, or Raymond James platforms.
• Experience with Orion, Salesforce, or similar financial technology tools.

Culture & Benefits

• Comprehensive health, wellbeing, and retirement benefits.
• Robust learning and development programs.
• Paid time off and financial benefits.
• Commitment to diversity, equity, and inclusion in the workplace.
• Supportive environment that values employee contributions and professional growth.