Client Services Representative (Fintech)

Location: Palo Alto, CA; open to US-based remote work

Company

hirify.global builds technology-driven, low-cost financial products for saving, spending, investing, and borrowing, serving more than 1.5 million funded clients with over $100 billion in platform assets.

What you will do

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

Requirements

• Bachelor’s degree and 1+ years 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 team members.
• Ability to work with multiple stakeholders, including other teams and senior executives.
• Comfort working independently and learning new concepts quickly.
• Passion for helping clients and alignment with hirify.global’s mission.

Nice to have

• Experience in a client-facing role.
• Series 7 and 66 licenses, or ability to obtain them within 3 months of joining.

Culture & Benefits

• Remote workplace for candidates based in the United States.
• Work on digital-first financial products designed to make investing and wealth management more accessible.
• Equal opportunity employer that values diversity.