Licensed Customer Service Representative (Wealth Management)

Location: Based in Pennsylvania; remote work may be available in select geographic locations with approval, and occasional in-office participation may be required.

Company

hirify.global provides financial products and services, including wealth management solutions, through a customer-focused and risk-aware workplace.

What you will do

• Handle advanced customer service activities for specialized wealth management products and services.
• Investigate and respond to complex customer inquiries across all service channels.
• Resolve recurring and high-complexity issues, recommend appropriate solutions, and identify root causes.
• Act as an escalation point and interact with senior contacts within customer organizations when needed.
• Document customer interactions and complete service requests while minimizing customer effort.
• Coach or mentor customer service colleagues and support training activities.

Requirements

• Typically 3+ years of related experience or relevant product knowledge.
• Associate degree or an equivalent combination of education, certification, and experience.
• FINRA Series 7 and Series 63 or 66 licenses required.
• Strong customer service, communication, decision-making, problem-solving, and relationship-building skills.
• Ability to manage multiple priorities, maintain accuracy, detect and prevent fraud, and manage customer risk.

Culture & Benefits

• Inclusive workplace focused on customer satisfaction, quality, collaboration, and risk management.
• Medical, prescription, dental, and vision coverage options, including a Health Savings Account feature.
• 401(k) matching, pension, stock purchase plans, disability protection, and life insurance options.
• Paid holidays, occasional absence days, parental leave, and 15–25 vacation days depending on career level and service.
• Educational assistance, wellness programs, dependent care support, and family-related reimbursements.

Hiring process

• The application window generally begins on 28 August 2026 and is expected to remain open for two business days, subject to business discretion.