Part-Time Client Service Associate (Finance)

Location: Virginia Beach, Virginia, United States; onsite resident workstyle

Salary range: $45,000–$28,600 per year

Company

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

What you will do

• Provide administrative and client service support to Financial Advisors, prospective clients, existing clients, and branch staff.
• Handle client inquiries and schedule meetings across phone, email, mail, in-person, and virtual channels.
• Process client financial transactions, advisor expenses, expense reports, account openings, and related documentation.
• Research account and security information, prepare correspondence, forms, business reports, and client-specific reports.
• Create and maintain client records and files using CRM software.
• Support marketing activities, seminars, and other client-facing events, and enter orders at the direction of Financial Advisors.

Requirements

• High school diploma or equivalent.
• One or more years of securities industry or related work experience preferred; equivalent education, training, and experience may be considered.
• Knowledge of general office procedures, investment concepts, financial markets, securities products, and industry regulations.
• Experience with CRM or contact management software and Excel, including spreadsheets and reporting.
• Strong organization, accuracy, research, problem-solving, prioritization, and written and verbal communication skills.
• Ability to provide professional customer service, work independently and collaboratively, and manage changing priorities in a fast-paced environment.

Culture & Benefits

• Part-time schedule of 25 hours per week.
• Training, cross-training, educational, and professional development opportunities.
• Benefits eligibility may include medical, dental, vision, life, disability, critical illness, accident insurance, retirement savings, paid time off, and parental leave, depending on position and employment status.
• Work guided by client-first service, integrity, independence, accountability, collaboration, and continuous improvement.