Client Experience Specialist (Investments)

TL;DR

Client Experience Specialist (Investments): Supporting advisory practices to deliver a differentiated client experience for high-value wealth management clients with an accent on relationship management and operational support. Focus on coordinating portfolio implementation, identifying financial planning opportunities, and ensuring high-quality service delivery.

Location: Remote (USA) - Must be authorized to work for any employer in the U.S.

Salary: $55,300 - $76,075

Company

hirify.global is a financial services company dedicated to transforming financial lives by helping customers achieve financial freedom through retirement and wealth management services.

What you will do

• Support advisory practices to deliver exceptional client experiences through proactive engagement and campaign outreach.
• Collaborate with advisory teams to maintain long-term relationships with high-net-worth clients.
• Identify financial planning opportunities and coordinate delivery calls with the advisory team.
• Prepare critical documentation for client welcome calls and team meetings.
• Coordinate between clients, advisory teams, and trading to initiate portfolio implementation and custom requests.
• Perform quality assurance of service requests to ensure timely and accurate execution.

Requirements

• Bachelor’s degree in Business or a related discipline or equivalent experience.
• 2+ years of related work experience in financial services or customer experience.
• Current FINRA Series 65 registration required.
• Must be authorized to work for any employer in the U.S. (no sponsorship provided, including CPT/OPT).
• Excellent verbal and written communication and organizational skills.

Nice to have

• Experience in brokerage trading and trade approval.
• Professional certifications such as CFP or CRPC.
• Proficiency in Salesforce, NetX360, and Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

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 company holidays and floating holidays.
• Paid parental leave and short- and long-term disability.
• 16 hours of paid volunteer time per calendar year.