Client Services Representative (Asset Management Services)

Location: Memphis, Tennessee, United States. Hybrid schedule with three days per week at the corporate office. Working hours are Monday–Friday, 10:30 am–7:00 pm CST; training runs Monday–Friday, 8:00 am–4:30 pm CST for approximately eight weeks.

Company

hirify.global provides financial services, while its Asset Management Services division supports financial advisors with asset management products, investment strategies, market research, and professional management.

What you will do

• Respond to client inquiries and complaints primarily by phone and occasionally by email.
• Review and research requests or problems using company policies, procedures, products, and services.
• Coordinate issue resolution with appropriate departments and communicate outcomes to clients.
• Follow up to ensure client satisfaction and adherence to company policies.
• Provide feedback to sales, quality assurance, and product management.
• Compile reports and summaries, recommend procedural improvements, and guide less experienced representatives when needed.

Requirements

• High school education required; accounting or bachelor's-level education listed as applicable.
• General experience of 4–6 months.
• Effective written and verbal communication skills for interacting with internal and external clients.
• Ability to organize and prioritize work, meet deadlines, and provide courteous, timely service.
• Ability to use standard office equipment and software for correspondence, reports, spreadsheets, databases, and electronic communication.
• Ability to exercise sound judgment on complex client issues and coach staff on client-service matters.

Culture & Benefits

• Hybrid work model with a structured weekday schedule.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• People-first culture emphasizing inclusion, integrity, collaboration, accountability, continuous improvement, and client-first decision-making.
• Travel is expected to be less than 25%.