Registered Client Service Associate (Financial Services)

Location: Mount Laurel, New Jersey, United States; onsite resident workstyle

Salary: $55,000–$75,000 per year

Company

hirify.global is a financial services firm providing investment and wealth management services through financial advisors and branch teams.

What you will do

• Serve as a first point of contact for prospective and existing clients through phone, email, mail, in-person, and virtual interactions.
• Support financial advisors and branch staff with client service, scheduling, research, reporting, and administrative tasks.
• Onboard clients, open accounts, maintain documentation, and research client and security information.
• Process asset transfers, monitor cash awaiting investment, review corporate actions, and respond to account alerts.
• Input orders, rebalance portfolios, prepare client meeting materials, and maintain CRM records.
• Support seminars, client-facing events, training, and professional development activities.

Requirements

• High school diploma or equivalent.
• One or more years of securities industry or related work experience preferred.
• Series 7 and SIE certifications required unless an exemption or grandfathering provision applies; Series 63, 65, and/or 66 may be required by the state.
• Knowledge of investment concepts, financial markets, securities products, trading terminology, and industry regulations.
• Experience with CRM software, managed account platforms, goal planning software, Excel, spreadsheets, and databases.
• Ability to organize multiple detailed assignments, analyze account information, resolve issues, and provide professional customer service in a fast-paced environment.

Culture & Benefits

• Full-time employment with a people-first culture focused on client service, integrity, independence, and accountability.
• Benefits may include medical, dental, vision, life, disability, critical illness, accident insurance, retirement savings, paid time off, holidays, sick leave, and parental leave.
• Less than 25% travel expected.
• Opportunities for training, cross-training, and educational or professional development.