Client Service Associate (Shreveport, LA)

Location: Shreveport, Louisiana, United States

Company

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

What you will do

• Support Financial Advisors, branch staff, prospective clients, and existing clients with daily inquiries, meeting scheduling, and service requests across phone, email, mail, 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 using internal databases and maintain accurate client records in CRM software.
• Prepare client correspondence, forms, business summaries, reports, and advisor-specific reporting.
• Assist with marketing activities, seminars, and other client-facing events, and enter orders at the direction of Financial Advisors.
• Follow up on submitted items, resolve errors and questions, and complete required training and professional development.

Requirements

• High school diploma or equivalent.
• Zero to three months of general experience; one or more years of securities industry or related experience is preferred.
• Knowledge of office procedures, investment concepts, financial markets, financial products, and industry regulations.
• Experience with CRM or similar contact management software and Excel, including spreadsheet and reporting development.
• Ability to organize detailed tasks, manage changing priorities, analyze account information, process transactions, and communicate effectively with clients and organizational stakeholders.
• Ability to work independently and as part of a team in a fast-paced, task-oriented branch environment.

Culture & Benefits

• Full-time employment with a resident workstyle.
• Benefits may include medical, dental, and vision insurance; life, critical illness, accident, and disability coverage.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Less than 25% travel is expected.
• Professional development, cross-training, and educational opportunities are provided.
• People-first culture centered on developing, collaborating, deciding, delivering, and improving.