Client Relationship Specialist (Fintech)

TL;DR

Client Relationship Specialist (Fintech): Managing retirement plan administration and participant inquiries for Multiple Employer Plans (MEP) with an accent on data accuracy, payroll integration, and issue resolution. Focus on supporting plan set-ups, maintaining compliance documentation, and providing internal support to ensure high-quality client service.

Location: Must be based in or able to commute to Tempe, AZ for a hybrid schedule (3 days in-office)

Salary: $56,220 – $70,280 USD

Company

hirify.global is a leading financial services company committed to helping individuals and communities reach a better financial future through retirement, investment, and insurance solutions.

What you will do

• Enter data into recordkeeping, payroll, and vendor systems to facilitate new 401(k) plan setups.
• Ensure the accuracy of client data and escalate complex issues to appropriate departments.
• Prepare and organize essential plan documentation and paper records.
• Handle escalated client inquiries and provide internal support to team members for issue resolution.
• Perform additional administrative duties as assigned to support plan administration.

Requirements

• High School Diploma or GED required.
• 1–3 years of directly related experience in financial services or plan administration.
• Must be able to work in a hybrid capacity in Tempe, AZ.
• Proficiency in Microsoft Office suite.
• Strong verbal and written communication skills.
• Understanding of pension plan regulations and 401(k) administration.

Nice to have

• Bachelor’s degree in Business, HR, or a related field.
• Familiarity with investment vehicles and unqualified plans.
• Demonstrated leadership experience.

Culture & Benefits

• Comprehensive health, dental, vision, and life insurance plans.
• 401(k) savings plan with up to 6% company matching.
• Employer-paid cash balance retirement plan (4%).
• Tuition reimbursement program up to $5,250 per year.
• Generous paid time off including 20 days PTO, 9 holidays, and a flexible Diversity Celebration Day.
• 40 hours of paid volunteer time per calendar year.