Client Service Specialist

Location: Milford, New Hampshire, United States

Company

hirify.global provides financial services and support for clients, advisors, and employees; this position is with an hirify.global franchise owner.

What you will do

• Serve as the primary point of contact for clients and visitors.
• Coordinate client communications about appointments, documentation, and service updates.
• Support client onboarding and account maintenance.
• Prepare client meeting materials and maintain accurate CRM records.
• Process mail, email, and phone communications.
• Organize document collection, secure storage, compliance, and record-keeping activities.

Requirements

• Associate's or Bachelor's degree preferred.
• Strong interpersonal, communication, organizational, and time-management skills.
• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and Teams.
• Ability to handle confidential client information professionally and discreetly.
• Strong attention to detail, problem-solving skills, and ability to prioritize multiple tasks in a fast-paced environment.
• Team-oriented approach and willingness to support others.

Culture & Benefits

• Full-time, non-exempt employment.
• Inclusive and collaborative work culture.
• Focus on professional growth and employee development.
• Equal opportunity and accessible recruitment process.