Client Service Associate (Marco Island, FL)

Location: Marco Island, Florida, United States; resident workstyle

Company

hirify.global is a financial services firm with more than 60 years of industry history, focused on client service and long-term relationships.

What you will do

• Support Financial Advisors, branch staff, prospective clients, and existing clients across phone, email, mail, virtual, and in-person channels.
• Process client financial transactions, advisor and branch expenses, expense reports, and account information.
• Open new client accounts, research client and security data, and maintain accurate paperwork and documentation.
• Prepare client correspondence, forms, business summaries, and client-specific reports.
• Create and maintain client records and files in CRM software.
• Support marketing activities, seminars, and other client-facing events; enter orders at the direction of Financial Advisors when required.

Requirements

• High school diploma or equivalent.
• One or more years of securities industry or related work experience preferred; the listed general experience range is 13 months to 3 years.
• Knowledge of investment concepts, financial markets, financial products, and securities industry regulations.
• Experience with CRM or contact management software and Excel, including spreadsheet and reporting work.
• Strong written and verbal communication, organization, prioritization, problem-solving, and customer service skills.
• Ability to work independently and collaboratively in a fast-paced, task-oriented environment.

Culture & Benefits

• Full-time employment with professional development, training, and cross-training opportunities.
• 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.
• Travel is expected to be less than 25%.
• Work is guided by client-first service, integrity, independence, collaboration, accountability, and continuous improvement.