Coordinator, Saver Services (Fintech)

TL;DR

Coordinator, Saver Services (Fintech): Supporting individuals using workplace, retirement, education, and healthcare savings plans through accurate and empathetic service across phone, email, and chat, with an accent on issue resolution, distribution processing, and client retention. Focus on analyzing complex saver inquiries, meeting service-level and quality requirements, and improving platform processes through client feedback.

Location: Hybrid work based in either the Austin, Texas, or King of Prussia, Pennsylvania office.

Salary: $50,000–$55,000 base annually, plus eligibility for a company bonus pool and new-hire equity.

Company

hirify.global is a financial technology company providing savings infrastructure for retirement, education, and healthcare savings plans.

What you will do

• Respond to high-volume inbound inquiries through email, chat, and phone.
• Support savers with 401(k), 403(b), IRA, 529, ESA, and other workplace savings plans.
• Troubleshoot issues, research solutions, process distribution requests, and escalate complex cases when needed.
• Create tickets, provide follow-up, and meet client-facing service-level requirements.
• Monitor contact resolution and quality metrics while supporting service responsiveness.
• Share client feedback with the product team to improve the platform and service processes.

Requirements

• College degree and some customer service experience.
• Financial services experience is preferred.
• Strong verbal, written, follow-up, and organizational skills.
• Comfort handling inbound and outbound calls concerning workplace and education savings plans.
• PC literacy and the ability to multitask while handling a high volume of inquiries.
• Team-oriented, flexible, and adaptable approach to changing responsibilities.

Nice to have

• Experience with Zendesk and Jira.
• Experience in financial services.

Culture & Benefits

• Hybrid work model with collaborative offices.
• Comprehensive health benefits and generous paid time off.
• Employee Wellbeing Committee supporting employee wellbeing.
• Competitive 401(k) plan.
• Eligibility for company bonus participation and new-hire equity.

Hiring process

• One or two introductory conversations about background, interests, and expectations.
• Skills- or experience-based assessment, followed by a virtual or in-person interview panel.
• Reference checks with a current or former manager and a peer before an offer.