Customer Experience Representative (Fintech)

Location: Onsite at the St Pete Global HQ in Saint Petersburg, Florida, United States

Company

hirify.global is a digital brokerage platform providing trading, market data, and analytical tools to individual investors.

What you will do

• Respond to inbound client inquiries by phone and in writing.
• Support questions related to account access, banking, trading, and platform functionality.
• Follow established procedures and compliance protocols across communication channels.
• Identify knowledge gaps, broken workflows, and inefficient support steps.
• Improve SOPs, knowledge content, escalation logic, tools, and support workflows with cross-functional teams.
• Provide insights for training and refining AI-based internal and client-facing support tools.

Requirements

• Bachelor’s degree or equivalent professional experience.
• 2+ years of experience in customer service, brokerage, or operational support.
• Experience handling inbound support through phone and written channels.
• Familiarity with financial services, regulated industries, trading environments, contact center operations, SOPs, and escalation protocols.
• Strong written and verbal communication, organization, attention to detail, and ability to manage complex workflows independently.
• Interest in automation and AI-assisted workflows, with a service-focused and solution-oriented approach.

Nice to have

• Series 7 license or strong motivation to pursue one.
• Hands-on experience implementing and optimizing AI and automation tools.
• Bilingual skills supporting diverse clients.

Culture & Benefits

• In-person collaboration, mentorship, and innovation at the St Pete Global HQ.
• 100% company-paid medical and dental insurance for employees and dependents, plus vision coverage.
• 401(k) match, short-term disability coverage, and commuter benefits for New York positions.
• Paid time off, parental leave, personal days, sick time, volunteer days, and company holidays.
• Wellness benefits, pet insurance, tuition reimbursement, catered lunches, stocked kitchens, and monthly happy hours.