Client Experience Associate, Advisor Dedicated (Fintech)

Location: Hybrid - Irving, Texas, United States

Company

hirify.global is a fast-growing registered investment advisor combining expert advisors with fintech and wealth management technology.

What you will do

• Serve as the primary contact for day-to-day client needs and manage communications through email and voicemail.
• Facilitate money movement, distributions, trades, and portfolio rebalancing, escalating tax or planning matters when needed.
• Monitor custodian alerts, NIGOs, and money movement issues through resolution.
• Prepare for client meetings, maintain meeting planners, and manage follow-up actions.
• Coordinate paperwork and workflows across custodial platforms, DocuSign, and paper processes.
• Complete Required Minimum Distributions and other deadline-driven tasks ahead of schedule, including when the advisor is unavailable.

Requirements

• 4+ years of client-facing experience in wealth management.
• Experience owning the full client lifecycle within a boutique or independent advisory practice.
• Experience with custodial platforms, trading and rebalancing tools, and CRM systems.
• Strong communication, calm judgment under pressure, organization, attention to detail, and follow-through.
• Ability to operate autonomously and make day-to-day judgment calls.
• Long-term interest in owning a client service and execution role rather than moving into advising, management, sales, or prospecting.

Nice to have

• CFP-track experience with a preference for execution and client care over prospecting or advising.
• Experience with 55ip, Ramp, or similar portfolio, trading, or expense platforms.
• Interest in building efficient, repeatable operational processes.

Culture & Benefits

• High-trust, high-autonomy role supporting a dedicated advisory practice.
• Opportunity to work with fintech professionals at a fast-scaling startup.
• Competitive compensation package.
• Full health benefits, 401(k) matching, and Roth IRA options.
• Unlimited paid time off.