Senior Registered Client Service Associate (Financial Services)

Location: Hallandale Beach, Florida, United States; resident workstyle

Company

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

What you will do

• Support financial advisors, prospective clients, existing clients, and branch staff with high-touch administrative and client service activities.
• Handle daily client interactions, including inquiries, quotes, meeting scheduling, communications, and participation in client meetings.
• Onboard clients, open accounts, research client and security information, and maintain documentation in accordance with firm and industry requirements.
• Execute and support discretionary and non-discretionary trading, model maintenance, performance tracking, alternative investments, and foreign accounts.
• Prepare reports, track advisor expenses, identify practice performance metrics, and improve operational processes.
• Mentor junior team members, manage workflow, support marketing events, and coordinate team efficiency initiatives.

Requirements

• High school diploma or equivalent.
• At least five years of financial services industry experience, or an equivalent combination of education, training, and experience.
• Strong knowledge of financial markets, investment products, trading terminology, securities regulations, and advanced investment concepts.
• Experience with CRM or contact management software, goal-planning software, and Excel reporting.
• SIE and Series 7 licenses required; Series 63, 65, and/or 66 required as applicable by state.
• Ability to obtain additional securities and advisory state registrations when required; travel is less than 25%.

Culture & Benefits

• Opportunities for training, cross-training, education, and professional development.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid vacation, holidays, sick leave, and parental leave.
• People-first culture emphasizing professional growth, collaboration, accountability, client-focused decisions, and continuous improvement.
• Equal opportunity workplace committed to respecting diverse backgrounds and experiences.