Client Service Associate (Financial Services)

Location: Kennewick, Washington, United States; onsite

Salary: $23.52–$39.17 per hour

Company

hirify.global supports financial advisors and wealth management practices with investment solutions, fintech tools, affiliation models, and practice management services.

What you will do

• Support financial advisors with administrative, operational, and customer service tasks.
• Communicate with current clients by mail, email, and phone.
• Answer phones and schedule appointments.
• Create basic graphic design materials for marketing and social media.
• Assist with planning and coordinating client events.

Requirements

• Outstanding interpersonal skills and the ability to build relationships with clients, coworkers, and partners.
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and client relationship management applications.
• Ability to multitask and follow through on projects and tasks.
• Strong written and verbal communication skills, including the ability to present complex information clearly.
• High attention to detail, strong organizational skills, and an ability to work independently and collaboratively.
• Ability to work onsite in Kennewick, Washington.

Nice to have

• Associate or bachelor's degree, preferably in business, accounting, or finance.
• Prior experience in the financial services industry.
• Administrative experience in a professional services environment.

Culture & Benefits

• Collaborative, team-oriented environment focused on client service.
• 401(k) matching and health benefits.
• Employee stock options.
• Paid time off and volunteer time off.
• Opportunities to grow within an expanding wealth management practice.