Client Experience Specialist (Wealth Management)

Location: Remote - Nationwide, United States. Applicants must be authorized to work for any employer in the U.S.; reliable high-speed wired internet and a suitable home workspace are required, with possible office work if home conditions are inadequate.

Base salary: $55,300-$76,075 per year.

Company

hirify.global provides financial services focused on helping customers achieve financial freedom through wealth management and retirement solutions.

What you will do

• Support four advisory practices and deliver proactive and reactive client engagements, campaign outreach, and streamlined request processing.
• Collaborate with advisory team members to maintain long-term relationships with Premier IRA/Brokerage clients holding $250k-$1M in assets under management.
• Identify financial planning opportunities, collect documentation, and coordinate delivery calls with advisory teams.
• Prepare client and welcome call summaries for advisory meetings and introductions.
• Identify share-of-wallet opportunities and coordinate with advisory and specialist teams.
• Provide quality assurance for service requests and facilitate client appreciation efforts.

Requirements

• Bachelor’s degree in Business or a related discipline, or equivalent experience.
• 2+ years of related experience in financial services or customer experience, including experience in client services roles.
• Excellent verbal and written communication, presentation, organizational, and time-management skills; ability to manage multiple time-sensitive tasks and act proactively.
• FINRA Series 7, 63, and 65 or 66 registrations are required.
• U.S. work authorization for any employer is required; employment visa sponsorship, including CPT/OPT sponsorship, is unavailable.

Nice to have

• Professional composure and the ability to establish trust and build long-term client relationships.
• Ability to navigate multiple client needs and quickly reach appropriate outcomes.
• Proficiency in or ability to quickly learn Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other systems.

Culture & Benefits

• Flexible work environment with career mobility and an inclusive, collaborative culture.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, ten company holidays, three floating holidays, paid volunteer time of 16 hours per year, and paid parental and disability leave.
• Business Resource Groups and other inclusion initiatives.