Client Service Associate (Dallas, TX)

Location: Dallas, Texas, United States; onsite resident workstyle

Company

hirify.global is a financial services firm with more than 60 years of history, focused on client service and excellence.

What you will do

• Provide administrative and client service support to Financial Advisors, prospective clients, existing clients, and branch staff.
• Handle daily client inquiries and meeting scheduling by phone, email, mail, in-person, and virtually.
• Process client financial transactions, advisor expenses, expense reports, account openings, and related documentation.
• Research account and security information and maintain accurate records and files in CRM software.
• Prepare client correspondence, forms, business summaries, and client-specific reports.
• Support marketing activities, seminars, and other client-facing events.

Requirements

• High school diploma or equivalent.
• Strong organization, accuracy, prioritization, problem-solving, and follow-up skills.
• Effective written and verbal communication across phone, email, virtual, and in-person channels.
• Ability to use CRM or contact management software, Excel, databases, and standard office equipment.
• Ability to work independently and collaboratively in a fast-paced environment and provide calm, professional customer service.
• One or more years of securities industry or related experience is preferred.

Culture & Benefits

• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Professional development, training, cross-training, and educational opportunities are encouraged.
• Core behaviors include developing, collaborating, deciding, delivering, and improving with a client-first approach.
• Travel is expected to be less than 25%.