Retirement Service & Support Specialist

Location: Remote - Nationwide, United States. Applicants must be authorized to work for any employer in the U.S.; visa sponsorship, including CPT/OPT sponsorship, is not available.

Base salary: $55,300–$76,075 per year, with potential participation in a bonus program.

Company

hirify.global provides financial services focused on helping customers achieve financial freedom and improving their financial well-being.

What you will do

• Serve as the primary contact for customers transferring funds or accounts from previous firms into existing hirify.global accounts.
• Provide personalized service and follow-up throughout transfer and rollover processes.
• Review and resolve not-in-good-order transfer items, ensuring paperwork is complete and submitted correctly.
• Manage customer appointments, outstanding tasks, and transfer-related research autonomously.
• Answer customer questions with patience, empathy, authenticity, proactivity, and perseverance.

Requirements

• Bachelor’s degree or an equivalent combination of education and professional experience.
• At least four years of directly related experience if no degree is held.
• Three years of customer service experience, preferably in financial services.
• FINRA fingerprinting is required.
• U.S. work authorization is required, and employment visa sponsorship is unavailable.
• Reliable high-speed wired internet and a suitable home workspace with limited disruption are required for remote work.

Nice to have

• Experience managing multiple priorities and stressful customer situations.
• Strong interpersonal and collaboration skills.
• Working knowledge of Windows, Microsoft Office, and PC file manipulation.
• Basic understanding of IRAs, retirement investment products and services, and qualified retirement plans.
• Self-motivation and the ability to learn independently.

Culture & Benefits

• Flexible work environment with opportunities for internal mobility and career growth.
• Medical, dental, vision, and life insurance.
• 401(k) plan with company matching contributions of up to 6%, financial advisory services, and potential discretionary contributions.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off upon hire, company holidays, floating holidays, paid volunteer time, and paid parental and disability leave.
• Inclusive Business Resource Groups and a business-casual work environment.