Client Service Associate (The Woodlands, TX)

Location: The Woodlands, Texas, United States; resident workstyle

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, prospective clients, existing clients, and branch staff with administrative and client service activities.
• Handle daily inquiries, meeting scheduling, and communications by phone, email, mail, in-person, and virtual channels.
• Process client financial transactions, advisor and branch expenses, account openings, and related documentation.
• Prepare letters, forms, reports, business summaries, and client-specific reporting.
• Create and maintain client records and files in CRM software, researching account and security information as needed.
• Support marketing efforts, seminars, and client-facing events; enter orders at the direction of Financial Advisors when required.

Requirements

• High school diploma or equivalent.
• Up to three months of general experience; one or more years of securities industry or related experience is preferred.
• Knowledge of general office practices, investment concepts, financial markets, products, and industry regulations.
• Experience with CRM or similar contact management software and Excel.
• Ability to organize multiple detailed assignments, manage changing priorities, research account information, and resolve errors or concerns.
• Ability to provide professional customer service and communicate effectively in writing, verbally, in person, and virtually.

Nice to have

• One or more years of securities industry or related work experience.
• Experience supporting Financial Advisors or a branch office.

Culture & Benefits

• Benefits may include medical, dental, vision, life, critical illness, accident, disability, and retirement savings coverage.
• Paid time off may include vacation, holidays, sick leave, and parental leave.
• Professional development, training, and cross-training opportunities are available.
• Less than 25% travel is expected.
• The firm emphasizes developing, collaborating, deciding, delivering, and improving while supporting an inclusive workplace.