Associate Customer Care Professional, Mutual Funds, Remote

TL;DR

Associate Customer Care Professional, Mutual Funds (financial services): Resolving end-to-end customer calls about mutual funds and related financial products with an accent on clear communication, first-call resolution, and accurate navigation of complex systems. Focus on interpreting customer needs, processing regulated financial transactions, and solving issues with minimal escalation.

Location: Remote work with a private, secure, distraction-free workspace, reliable power, hard-wired internet, and required Central Time working hours. Training runs Monday–Friday from 8:00 a.m. to 4:30 p.m. Central; after training, the full-time schedule is Monday–Friday between 9:30 a.m. and 6:00 p.m. Central.

Salary: Starting at $23.46 per hour ($48,800 per year).

Company

hirify.global provides financial services and insurance products focused on helping people achieve financial clarity and live purposeful, generous lives.

What you will do

• Handle customer calls from the initial greeting through problem resolution without relying on scripts.
• Build rapport with callers from diverse backgrounds and gather information to assess their needs.
• Navigate multiple systems while explaining complex solutions in clear, concise language.
• Process mutual fund transactions and resolve customer issues with a focus on quality and first-call resolution.
• Contribute to quality initiatives, continuous improvement, focus groups, and new service launches.
• Develop expertise in mutual funds, annuities, health insurance, life insurance, and beneficiary claims.

Requirements

• High school diploma or equivalent experience.
• Experience handling complex customer interactions through resolution.
• Strong written and verbal communication skills.
• Ability to work full time Monday–Friday during the specified Central Time schedules.
• Private, secure, distraction-free workspace with reliable power and Ethernet-connected internet of at least 30 Mbps download and 10 Mbps upload.
• Ability to pass a criminal background check.

Nice to have

• Post-secondary education.
• Customer service, financial services, or insurance experience.
• Bilingual English and Spanish communication skills.
• Experience interpreting and processing complex mutual fund transactions.
• Experience identifying root causes and resolving issues with minimal escalation.

Culture & Benefits

• Twelve weeks of structured training and onboarding with mentoring from an onboarding partner.
• Monthly coaching, career progression opportunities, and quarterly wage increases during the first year based on milestones.
• Medical, dental, and vision insurance, 401(k) matching up to 6%, and a pension plan.
• Four weeks of PTO, paid holidays, volunteer time off, and corporate gift matching.
• No nights or weekends.

Hiring process

• Complete the application and a self-paced job skills assessment.
• The assessment must be completed within 48 hours of the invitation and takes approximately 45 minutes.
• Both application components are required for consideration.