Client Service Specialist

Location: Allentown, Pennsylvania, United States

Company

hirify.global provides financial services and wealth management support through its advisor and franchise network.

What you will do

• Act as the primary contact for existing clients through phone, email, and secure messaging.
• Manage new client onboarding, including account setup, portal access, welcome materials, and documentation tracking.
• Maintain accurate CRM records, workflow tasks, service activities, and client data audits.
• Prepare client meeting materials, reports, forms, logistics, and documentation.
• Track post-meeting action items and client service requests, coordinating follow-up with advisors and operations staff.

Requirements

• At least 2 years of experience in the financial services industry.
• At least 2 years of client service or relationship management experience.
• Excellent verbal and written communication skills, including the ability to explain complex topics clearly.
• Strong time management, organization, prioritization, attention to detail, and problem-solving skills.
• Ability to work independently, manage multiple deadlines, and protect confidential client information.

Nice to have

• Experience in wealth management, financial planning, or investment advisory environments.
• Familiarity with CRM and workflow management tools.
• Intermediate proficiency with Microsoft Word, Excel, Outlook, and PowerPoint.
• Experience with client account maintenance and investment operations.

Culture & Benefits

• Inclusive and collaborative work environment with an emphasis on client service and professional judgment.
• Ten vacation days, five personal days, three sick days, and thirteen paid holidays.
• Potential annual bonus of $2,500 paid quarterly and potential year-end bonus of $2,500.
• Employer contribution of 2% of salary to a Simple IRA after one year of employment.
• Medical, dental, and vision benefits.