Client Service Associate (Financial Services)

Location: Bowling Green, Kentucky, United States; employees work in the office at least four days per week and may work from home one day per week. Valid US work authorization without current or future visa sponsorship is required.

Company

hirify.global is a diversified financial services organization 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 service, financial plan preparation, investment research, trades, and transactions.
• Communicate with clients, advisors, and bank partners by phone and email.
• Prepare and follow up on client meetings, including scheduling, CRM updates, agendas, and meeting summaries.
• Process new business by preparing documentation, obtaining signatures, submitting paperwork, and tracking insurance applications and rollovers.
• Support client acquisition through referral management, CRM tracking, marketing events, seminars, and prospect follow-up.
• Perform administrative and operational duties, including reception, correspondence, expense processing, file maintenance, account setup, and alerts.

Requirements

• Associate degree or equivalent.
• 3–5 years of relevant experience.
• Proficiency in Microsoft Office and strong computer skills.
• Strong communication, customer service, organization, and time-management skills.
• Ability to manage multiple priorities and work independently with minimal supervision.
• Valid US work authorization without visa sponsorship requirements.

Nice to have

• Experience in a financial institution or financial services environment.
• Experience with problem resolution and escalated issues.
• Experience in high-stress or deadline-driven environments.
• FINRA licenses such as Series 6, 7, 63, or 66.

Culture & Benefits

• In-person collaboration is central to the client-centric, relationship-based work environment.
• Training, mentoring, and licensing support are provided for career development.
• Hybrid flexibility allows working from home one day per week, subject to role-specific requirements.
• Inclusive and accessible recruitment and employment practices.