Registered Client Service Associate (Financial Services)

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

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

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

• Support financial advisors by preparing financial plans, portfolio materials, investment research, trades, and client transactions.
• Coordinate client meetings, including scheduling, confirmations, agendas, meeting summaries, client data entry, follow-up, and client escorting.
• Prepare new business forms and documentation, obtain signatures, submit materials to the home office, track insurance applications, and coordinate rollovers.
• Coordinate marketing events, including marketing compliance documentation and reimbursement administration.
• Handle administrative duties such as phone support, expense reports, client correspondence, file setup, closing support, and new business alerts.

Requirements

• Bachelor's degree or equivalent.
• 3–5 years of relevant experience in a client service environment.
• Series 7, or ability to obtain it within 150 days.
• State securities agent registration through S63 or S66, or ability to obtain it within 150 days.
• State IAR registration through S65 or S66, or ability to obtain it within 150 days.
• Life, Accident, and Health licenses and Variable Contracts, or ability to obtain them within 150 days.
• Detail orientation, strong mathematical and analytical skills, organization, and time-management skills.
• Ability to manage and prioritize multiple tasks, work independently with minimal supervision, communicate across organizational levels, follow processes, and work as part of a team.
• Strong computer and software skills.

Nice to have

• Proficiency speaking English and Mandarin.

Culture & Benefits

• Client-centric, relationship-based environment focused on face-to-face collaboration and personalized client service.
• At least four days per week of in-office collaboration, with flexibility to work from home one day per week; some roles may require additional office time.
• Vacation time, sick time, 401(k), and health, dental, and life insurance benefits.
• Potential eligibility for bonus, commissions, and/or long-term incentives depending on the role.
• Employment requires valid U.S. work authorization without current or future visa sponsorship requirements.