Senior Client Relationship Specialist (Finance)

Location: Appleton, Wisconsin, United States

Salary: USD $51,300–$93,900 per year

Company

hirify.global provides investor services, financial advice, brokerage, banking, lending, and investment management solutions.

What you will do

• Provide advice and counsel to individuals and families on retirement, education, investment management, estate planning, active investing, banking, and lending needs.
• Handle client complaints and concerns with tact and diplomacy.
• Develop resolutions that meet client, branch, and business needs.
• Build and maintain strong personal relationships with clients and uncover their needs.
• Collaborate effectively with colleagues across the organization while managing multiple responsibilities.

Requirements

• Active and valid FINRA Series 7 and Series 63 licenses.
• Active and valid FINRA Series 9/10 license.
• Understanding of the financial services or securities industry.
• At least 2 years of experience in a client service capacity.
• Strong written and oral communication, time management, prioritization, and independent working skills.

Nice to have

• Bachelor's degree or equivalent work-related experience.
• Notary qualification.
• Understanding of brokerage regulatory and compliance policies.

Culture & Benefits

• Meaningful work in a culture of trust, collaboration, continuous learning, and professional growth.
• 401(k) with company match and employee stock purchase plan.
• Paid vacation, volunteering time, and a 28-day sabbatical after five years for eligible positions.
• Paid parental leave and adoption and family-building benefits.
• Medical, dental, vision, and tuition reimbursement benefits.