Registered Client Service Associate

Location: Hybrid role based in Boston, Massachusetts

Salary: $45,000–$85,000 per year

Company

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

What you will do

• Serve as a first point of contact for prospective and existing clients by phone, email, mail, in person, and virtually.
• Support Financial Advisors and branch staff with client service, administrative tasks, scheduling, and client-facing events.
• Onboard clients, open accounts, research account and security information, and maintain accurate client documentation.
• Process asset transfers, monitor cash awaiting investment, review corporate actions and account alerts, and follow up on outstanding items.
• Prepare financial reports and spreadsheets, input orders, rebalance portfolios, and maintain CRM records.
• Resolve account questions and errors while managing competing priorities in a fast-paced environment.

Requirements

• High school diploma or equivalent.
• At least one year of securities industry or related experience preferred; the stated experience range is approximately 13 months to 3 years.
• SIE certification required unless an exemption or grandfathering provision applies.
• Series 7 required; Series 63, 65, and/or 66 required as applicable by state.
• Knowledge of investment concepts, financial markets, securities regulations, trading terminology, managed account platforms, CRM software, goal-planning software, and Excel.
• Strong organization, analytical, communication, customer service, and problem-solving skills, with the ability to work independently and collaboratively.

Culture & Benefits

• Hybrid workstyle with less than 25% travel.
• Medical, dental, and vision coverage may be available, along with life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be included.
• Training, cross-training, educational, and professional development opportunities are available.
• People-first culture centered on developing, collaborating, deciding, delivering, and improving.