Client Service Associate

Location: Leawood, Kansas, United States. Workstyle: Resident. Travel: less than 25%.

Company

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

What you will do

• Provide administrative and client-service support to Financial Advisors, branch staff, prospective clients, and existing clients.
• Handle client inquiries, meeting scheduling, communications, mailings, and client-facing events across phone, email, in-person, and virtual channels.
• Process client financial transactions, advisor and branch expenses, expense reports, account openings, and related documentation.
• Research account and security information, prepare reports and business summaries, and maintain accurate client records in CRM software.
• Prepare client correspondence, forms, and reports while following up on submissions and resolving errors or outstanding items.
• Participate in training and professional development to remain current on firm and securities-industry policies and procedures.

Requirements

• High school diploma or equivalent.
• One or more years of securities-industry or related work experience preferred; equivalent education, experience, or training may be considered.
• Knowledge of general office procedures, investment concepts, financial markets, products, and industry regulations.
• Experience with CRM or similar contact-management software and Excel, including spreadsheet development and reporting.
• Strong written and verbal communication, organization, problem-solving, mathematical, and customer-service skills.
• Must work as a resident employee in Leawood, Kansas, United States.

Culture & Benefits

• People-first environment emphasizing professional growth, collaboration, accountability, client-focused decisions, and continuous improvement.
• Benefits may include medical, dental, vision, life, disability, critical illness, and accident insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Opportunities for training, cross-training, and educational or professional development.