Senior Client Experience Associate (Fintech)

Location: Hybrid in Dallas, TX, United States

Company

hirify.global is a fast-scaling wealthtech startup combining expert financial advisors with technology to deliver tailored wealth management services.

What you will do

• Manage relationships with advisors and clients by providing timely, accurate responses across communication channels.
• Support account opening, transfers, ongoing service requests, and complex financial operations.
• Coordinate with custodians to confirm the completion of client requests.
• Monitor client accounts and proactively resolve emerging issues.
• Identify client experience improvements and implement changes with Product, Engineering, and other teams.
• Maintain effective relationships with advisors, custodians, and third-party vendors.

Requirements

• Bachelor’s degree and 6+ years of experience in a client-facing financial services role.
• Strong communication skills and the ability to build rapport with advisors and clients.
• Experience with custodial and wealth management platforms and CRM systems.
• Strong organization, attention to detail, prioritization, and multitasking skills.
• Positive, collaborative attitude and a strong work ethic in a fast-paced environment.

Nice to have

• Knowledge of financial products, including separately managed accounts and alternative investments.
• Experience improving operational efficiency and client servicing processes.

Culture & Benefits

• Competitive compensation package tied to impact.
• Opportunity to work with fintech professionals at a fast-scaling startup.
• Growth opportunities as the business expands.
• Full health benefits, 401(k) matching, and Roth IRA options.
• Unlimited paid time off.