Registered Client Service Associate (Financial Services)

Location: Wilmington, Delaware, United States

Company

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

What you will do

• Support financial advisors with client servicing, financial plan preparation, investment research, trades, and transactions.
• Prepare for client meetings by scheduling appointments, building agendas, entering client data, documenting outcomes, and coordinating follow-up.
• Process new business paperwork, obtain signatures, track insurance applications, and coordinate rollovers.
• Organize marketing events, coordinate vendors, finalize event details, prepare compliance documentation, and manage reimbursements.
• Handle administrative duties including phone support, expense reports, client correspondence, document setup, and business alerts.

Requirements

• Bachelor’s degree or equivalent.
• 3–5 years of relevant experience in a client service environment.
• Series 7 and state securities agent registration through S63 or S66, or ability to obtain the required registrations 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 the organization, and collaborate with a team.

Nice to have

• State IAR registration through S65 or S66.
• Life, Accident, and Health licenses and Variable Contracts certification.

Culture & Benefits

• Full-time, non-exempt position within the Business Support & Operations job family.
• Work focused on personalized client experiences and long-term client relationships.
• Inclusive and accessible recruitment process with reasonable accommodations available.
• Equal opportunity employment environment.