Customer Service Associate - NWPS

Location: Towson, Maryland, United States; hybrid workstyle

Salary: $45,000.00–$50,003.20 per year

Company

hirify.global is a financial services firm focused on client-first service, integrity, independence, and long-term decision-making.

What you will do

• Answer inbound calls from participants.
• Provide information and support for 401(k), 403(b), and other qualified retirement plans.
• Educate participants about retirement accounts, plan features, and available options.
• Assist with problem resolution, document processing, data entry, and administrative tasks.
• Handle routine and non-routine inquiries while maintaining accurate information and a high-quality participant experience.

Requirements

• High school diploma or equivalent, or an approved equivalent combination of education, experience, and training.
• Proficiency with Microsoft Office, including Excel, Word, Outlook, and PowerPoint.
• Clear, concise, and professional verbal and written communication.
• Ability to multitask, manage priorities, solve problems, make sound decisions, and adapt to change.
• Ability to maintain quality, accountability, initiative, and a proactive approach.

Nice to have

• Knowledge of 401(k) or other qualified retirement plans.
• Salesforce experience.
• Bilingual Spanish/English written and verbal communication.
• Bachelor’s degree in Accounting, Business Administration, or Finance.

Culture & Benefits

• Hybrid work environment with less than 25% travel.
• Professional growth and collaboration are encouraged.
• Benefits may include medical, dental, and vision coverage; life, disability, critical illness, and accident insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• People-first culture that values individual backgrounds and authentic contributions.