Registered Client Service Associate (Financial Services)

Location: Tacoma, Washington, United States; in-office at least four days per week with flexibility to work from home one day per week.

Base salary: $58,300–$80,100 per year, plus potential variable compensation such as bonuses, commissions, and long-term incentives.

Company

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

What you will do

• Support financial advisors with client servicing, financial plans, investment research, trades, and transactions.
• Coordinate client meetings, including scheduling, agendas, meeting summaries, contact management, and follow-up.
• Prepare new business forms, obtain signatures, submit documentation, track insurance applications, and coordinate rollovers.
• Coordinate marketing events, compliance documentation, and event reimbursement processes.
• Handle administrative support, client correspondence, expense reports, client files, phone calls, and new business alerts.

Requirements

• Bachelor’s degree or equivalent.
• 3–5 years of relevant experience in a client service environment.
• Series 7, state securities agent registration through S63 or S66, state IAR registration through S65 or S66, and Life, Accident, and Health plus Variable Contracts licenses, or the ability to obtain the required licenses within 150 days.
• Strong mathematical, analytical, organizational, time-management, computer, and software skills.
• Ability to manage multiple priorities, work independently with minimal supervision, communicate across organizational levels, and collaborate with a team.
• Applicants must already have United States work authorization that will not require visa sponsorship now or in the future.

Culture & Benefits

• Relationship-based, client-centric work environment focused on face-to-face collaboration.
• At least four days per week in the office, with one day of work-from-home flexibility.
• Vacation and sick time.
• 401(k) and health, dental, and life insurance benefits.
• Potential bonus, commission, and long-term incentive eligibility depending on the role.