Service Operations Specialist (Financial Services)

Location: Minneapolis, Minnesota, United States; employees work in the office at least four days per week, with the option to work from home one day per week.

Base pay: $26.15–$35.96 per hour.

Company

hirify.global is a diversified financial services company providing financial planning, investment management, insurance, and annuity services to individual, small business, and institutional clients.

What you will do

• Analyze, reconcile, and validate brokerage data used for investment performance reporting.
• Research issues across in-house and vendor systems and analyze reconciliation exceptions.
• Document reporting metrics, processes, and enhancements.
• Generate recommendations for internal and external business partners based on analytical findings.
• Transmit reporting exceptions to vendors and validate client website updates.
• Resolve client and advisor escalations, support small- to medium-sized projects, and collaborate with Cost Basis, Clearing Tax Reporting, Tax Quality, and Output Processing teams.

Requirements

• Associate degree or equivalent, combined with 3–5 years of relevant experience.
• Strong quantitative and qualitative analytical, problem-solving, prioritization, interpersonal, written, and verbal communication skills.
• Ability to work independently, take initiative, learn new processes and systems, and build effective relationships with business partners.
• Proficiency with Microsoft Office applications, including Word and PowerPoint, for evaluating and communicating data.
• Valid United States work authorization is required without current or future visa sponsorship.
• In-office work is required at least four days per week.

Nice to have

• Bachelor’s degree or equivalent in Finance, Economics, Mathematics, Science, or a related field.
• Brokerage operations experience and experience processing corporate action events.
• Advanced Excel skills, including pivot tables, queries, and macros.
• Experience with additional data software or programming languages.

Culture & Benefits

• Client-centric, relationship-based environment emphasizing face-to-face collaboration.
• Benefits include vacation time, sick time, 401(k), and health, dental, and life insurance.
• Pay-for-performance compensation philosophy with potential bonuses, commissions, or long-term incentives depending on the role.
• Inclusive and accessible recruitment process with reasonable accommodation support.