Service Advisor, RCS (Financial Services)

Location: Hybrid in Saint Petersburg, Florida, United States

Company

hirify.global is a financial services firm providing custodian and clearing services for independent registered investment advisors and introducing broker dealers.

What you will do

• Respond to client requests by phone and email, providing information, assistance, and education.
• Handle standard customer service activities and refer complex matters to appropriate colleagues.
• Enter, review, and verify data in company systems.
• Follow up with stakeholders to confirm issue resolution and client satisfaction.
• Help clients navigate internal platforms and collaborate with RCS teams to improve processes.
• Provide support to teammates and management as assigned.

Requirements

• Bachelor’s degree in accounting, business administration, finance, or a related field, or an equivalent combination of education and experience.
• Three or more years of experience in financial services or operations.
• Strong customer service, communication, organization, multitasking, and time management skills.
• Proficiency with standard office software and Microsoft Excel.
• Knowledge of account types and general financial services operations.
• Ability to work independently and collaboratively in a fast-paced environment.

Nice to have

• SIE, Series 7, Series 63, Series 65, or Series 66 licenses.
• Familiarity with hirify.global back-office systems, including COB, Relationship Management Center, Reports Center, Alerts Portal, and Consolidated Order Entry.

Culture & Benefits

• Full-time employment with a hybrid workstyle.
• Benefits may include medical, dental, vision, life, disability, critical illness, and accident insurance.
• Retirement savings, paid time off, holidays, sick leave, and parental leave may be available.
• Less than 25% travel.
• People-first culture focused on client service, integrity, independence, collaboration, accountability, and continuous improvement.