Client Experience Specialist (Wealth Management)

Location: Remote - Nationwide, United States. Applicants must be authorized to work for any employer in the U.S.; visa sponsorship, including CPT/OPT, is not available.

Base salary: $55,300-$76,075 per year, with potential bonus participation.

Company

hirify.global provides financial services focused on helping customers achieve financial freedom and supporting financial well-being.

What you will do

• Support four advisory practices and deliver proactive and reactive client engagements.
• Build and maintain long-term relationships with Premier IRA/Brokerage clients holding $250,000-$1 million in assets under management.
• Identify financial planning opportunities, collect documentation, and coordinate advisory delivery calls.
• Prepare client and welcome call summaries for advisory meetings and introductions.
• Identify share-of-wallet opportunities and coordinate follow-up with advisory and specialist teams.
• Provide quality assurance for service requests and facilitate client appreciation activities.

Requirements

• Bachelor’s degree in Business or a related discipline, or equivalent experience.
• At least 2 years of related experience in financial services, customer experience, or client services.
• Excellent verbal and written communication, presentation, organizational, and prioritization skills.
• Ability to manage multiple time-sensitive tasks and work proactively with strong attention to detail.
• FINRA Series 7, 63, and 65 or 66 registrations are required.
• Reliable high-speed wired internet and a suitable home workspace are required for remote work.

Nice to have

• Ability to establish trust and build long-term client relationships.
• Experience navigating multiple client needs and identifying effective outcomes.
• Proficiency in Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and related systems.

Culture & Benefits

• Flexible work environment with opportunities for internal mobility.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6% and other retirement benefits.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, volunteer time, and parental and disability leave programs.
• Inclusive Business Resource Groups and a business-casual work environment.