Registered Client Service Associate (Financial Services)

Location: Newport Beach, California, United States. Hybrid schedule with employees working in the office at least four days per week and from home one day per week.

Base salary: $64,100–$88,100 per year, with potential variable compensation including bonuses, commissions, and/or long-term incentives.

Company

hirify.global is a diversified financial services firm providing financial planning, investment management, insurance, and advisory services to individual, small business, and institutional clients.

What you will do

• Support financial advisors with financial plans, investment research, trades, and client transactions.
• Coordinate client meetings, prepare agendas and summaries, maintain contact records, and manage follow-up.
• Prepare new-business paperwork, collect signatures, submit documentation, track insurance applications, and coordinate rollovers.
• Coordinate marketing events, including compliance documentation and reimbursement processes.
• Handle administrative activities such as client correspondence, expense reports, client files, phone support, and business alerts.

Requirements

• Bachelor’s degree or equivalent and 3–5 years of relevant experience.
• Series 7, state securities agent registration through S63 or S66, state IAR registration through S65 or S66, and Life, Accident, and Health and Variable Contracts licenses, or the ability to obtain the required licenses within 150 days.
• Experience in a client service environment with strong mathematical, analytical, organizational, and time-management skills.
• Ability to manage multiple priorities, work independently with minimal supervision, communicate across organizational levels, and collaborate with a team.
• Strong computer and software skills.
• Must have valid United States work authorization without requiring current or future visa sponsorship.

Nice to have

• Proficiency speaking English and Mandarin.

Culture & Benefits

• Client-centric, relationship-based environment focused on face-to-face collaboration and personalized service.
• Office-based collaboration at least four days per week with one flexible work-from-home day.
• Vacation and sick time.
• 401(k) and health, dental, and life insurance benefits.
• Potential eligibility for performance-based bonuses, commissions, and long-term incentives.