Participant Services Specialist – Stock Plan Support (Fintech)

Location: Westlake, Texas, United States. On-site Monday–Friday, 8:00 AM–4:30 PM is required during the training program. After training, flexibility is required for Monday–Friday shifts between 7:00 AM and 9:00 PM ET.

Salary: USD $29.94–$34.99 per hour, plus potential bonus or incentive opportunities.

Company

hirify.global provides financial services and supports clients in managing their financial futures.

What you will do

• Answer inbound calls from stock plan participants.
• Provide clear, empathetic guidance and personalized solutions.
• Educate participants about stock plans and support transactions involving options, restricted stock, and ESPPs.
• Resolve client questions accurately while building trust and positive experiences.
• Complete structured training and develop expertise in financial services.

Requirements

• Passion for helping clients and creating positive service experiences.
• Strong communication, problem-solving, empathy, attention to detail, and accuracy.
• Ability to collaborate, adapt to change, and respond positively to feedback.
• Ability to work on-site Monday–Friday during the training program.
• Flexibility to work shifts Monday–Friday between 7:00 AM and 9:00 PM ET after training.
• FINRA Series 7 and 63 licenses are preferred or must be obtained as a condition of employment.

Nice to have

• Previous customer service or client relationship experience.
• Bachelor’s degree or higher in Finance, Economics, or a related field.

Culture & Benefits

• Paid training through the Schwab Service Academy.
• 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 family-building benefits.
• Health, dental, vision insurance, and tuition reimbursement.