Client Service Advisor (Fintech)

Location: Columbus, Ohio, United States; full-time onsite role

Company

hirify.global is a nationwide banking organization serving legal-sector and other commercial clients through multiple legacy bank brands.

What you will do

• Provide consultation and customer service to law firms, legal professionals, and other legal banking clients.
• Open, maintain, and close account types and provide daily guidance on deposits and treasury management services.
• Resolve account issues and participate in customer calls with business development colleagues.
• Research loan and deposit accounts and assist with account analysis and service charge waivers.
• Support wire transfer and ACH renewals while following bank policies and regulatory requirements.

Requirements

• At least 1 year of experience in Treasury Management Service or a similar field.
• High school diploma required; a related bachelor's degree is preferred.
• Entry-level to intermediate knowledge of banking operations, including deposits, loans, treasury management, and commercial banking products.
• Entry-level to intermediate knowledge of regulatory, legal, and compliance requirements.
• Working knowledge of word-processing and spreadsheet software.
• Intermediate speaking and writing communication skills.

Culture & Benefits

• Medical and dental insurance.
• Paid time off and a 401(k) matching program.
• Ownership stake in the company.
• Tuition assistance, employee volunteer, and wellness programs.
• Opportunities to build practical knowledge of business operations and financial management.