Client Experience Specialist (Spanish)

Location: Remote - Nationwide within the United States

Salary: $55,300–$76,075 per year

Company

hirify.global provides financial services and wealth management support to help customers pursue financial freedom.

What you will do

• Deliver proactive and reactive client engagements, campaign outreach, and efficient processing of client requests.
• Collaborate with advisory teams to build and maintain long-term relationships with high-value clients.
• Identify financial planning opportunities, collect documentation, and coordinate delivery calls.
• Prepare call summaries, welcome documentation, and materials for advisory meetings and client introductions.
• Coordinate cost-basis information, implementation analysis, portfolio implementation, and custom client requests with advisory and trading teams.
• Perform quality assurance reviews and coordinate 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 and/or customer experience.
• Fluency in Spanish is required.
• Series 65 FINRA registration is required within the established timeline; current Series 65 registration is strongly preferred.
• Excellent communication, organization, presentation, collaboration, and client relationship skills.
• Experience or ability to quickly learn Microsoft Office, Salesforce, NetX360, and proprietary recordkeeping systems; FINRA fingerprinting is required.

Nice to have

• Experience with brokerage trading and trade approval.
• Service excellence experience.
• CFP, CRPC, or another relevant wealth management credential, or interest in obtaining one.

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 financial advisory services.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, paid volunteer time, and leave programs.
• Business Resource Groups supporting inclusion and collaboration.

Hiring process

• Applicants must be authorized to work for any employer in the United States.
• Visa sponsorship, including CPT/OPT sponsorship, is not available.
• Remote work requires reliable high-speed wired internet and a suitable home workspace; equipment will be provided.