Client Service Associate

Location: Remote, North Carolina

Salary: $23.52–$39.17 per hour

Company

hirify.global is a U.S. wealth management firm supporting financial advisors, financial institutions, and their clients with investment solutions, fintech tools, custody, and practice management services.

What you will do

• Serve as the first point of contact for clients by phone, email, and in person.
• Schedule client meetings, prepare documentation, and manage follow-up activities.
• Handle account maintenance inquiries and process beneficiary updates, address changes, RMDs, transfers, and online-access requests.
• Maintain accurate client data in CRM and other management systems.
• Prepare advisor meeting materials and support new business, account openings, compliance documentation, audits, and internal reporting.
• Support client communications, marketing initiatives, appreciation events, and professional correspondence.

Requirements

• At least 2 years of customer service experience with strong verbal and written communication skills.
• At least 2 years of experience managing multiple priorities in fast-paced environments with strong organization, attention to detail, discretion, and judgment.
• At least 2 years of experience using Microsoft Office Suite and CRM systems.
• At least 1 year of experience using AI.
• Willingness to travel up to 10–15% as needed.
• Willingness to obtain Series 7 and Series 66 licenses within 120 days.

Nice to have

• Associate or bachelor's degree in Business, Accounting, Finance, or a related field.
• SIE, Series 7, or Series 66 licenses.
• Experience in financial services, administrative support, or working with financial advisors and branch or home-office teams.

Culture & Benefits

• Collaborative, team-oriented environment focused on client service and continuous improvement.
• 401(k) matching, health benefits, employee stock options, and paid time off.
• Volunteer time off and additional total rewards.
• Work supporting financial advisors and institutions in an advisor-mediated wealth management marketplace.