Client Services Representative (Fintech)

Location: Palo Alto, California, with remote work open to candidates based in the United States

Estimated annual salary: $60,000–$80,000 plus equity and a discretionary bonus

Company

hirify.global builds technology-driven financial products that help clients bank, invest, and plan for the future through automated, low-cost services.

What you will do

• Provide customer service through email and phone communication.
• Help clients use hirify.global products through online tools and resources.
• Work with operations teams to resolve client issues.
• Identify customer feedback and action items that can improve the client experience.
• Assess client information and approve fund transfers.
• Explain asset allocation, investment risk profiles, investment performance, and the potential impact of client decisions.

Requirements

• Bachelor’s degree.
• At least 1 year of experience in retail banking, wealth management, asset management, and/or fintech.
• Strong communication skills, including the ability to explain complex concepts to clients and colleagues.
• Ability to work independently, learn new concepts quickly, and collaborate with multiple stakeholders and senior executives.
• Series 7 and Series 66 licenses are preferred, or must be obtained within 3 months of joining.
• Must be based in the United States for the remote arrangement.

Culture & Benefits

• Client-first approach focused on clear, honest communication and accessible financial products.
• Medical, vision, and dental coverage.
• 401(k) plan, generous time off, and parental leave.
• Wellness reimbursements and professional development support.
• Employee investing discount, equity, and discretionary bonus.