Financial Customer Service Professional (Finance)

Location: Onsite in Taguig, Philippines

Company

hirify.global provides retirement and financial services focused on helping customers achieve financial freedom.

What you will do

• Answer incoming telephone inquiries from retirement plan participants, employers, and third-party plan specialists.
• Provide information about accounts, contributions, withdrawals, products, taxes, and retirement readiness.
• Guide callers through automated voice response systems and the company website.
• Submit research and follow-up requests and implement communications about plan updates.
• Run disbursement quotes, attend meetings and training, and respond to managerial feedback.
• Maintain punctuality and schedule adherence, work overtime during high call volumes, and make outbound calls when required.

Requirements

• At least one year of customer service experience, preferably in financial services.
• Associate degree in business or a related field preferred; without a degree, one to two additional years of directly related experience are required.
• Availability to work between 8:00 p.m. and 10:00 a.m.
• Fluent English required.
• FINRA fingerprinting required upon hire.

Culture & Benefits

• Flexible work environment and opportunities for internal mobility.
• Focus on purpose, well-being, work-life balance, and an inclusive workplace.
• Opportunities to contribute to community volunteering initiatives.