Registered Client Service Associate (Financial Services)

Location: Phoenix, Arizona, United States; employees work in the office at least four days per week and may work from home one day per week

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 plans, investment research, trades, and transactions.
• Schedule and confirm client meetings, prepare agendas and summaries, maintain contact records, and coordinate follow-up.
• Prepare new business forms and documentation, obtain signatures, track insurance applications, and coordinate rollovers.
• Coordinate marketing events, including compliance documentation and reimbursement administration.
• Handle administrative support such as phone coverage, expense reports, client correspondence, file setup, and business alerts.

Requirements

• Bachelor’s degree or equivalent and 3–5 years of relevant experience.
• 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.
• Experience in a client service environment with strong mathematical, analytical, organizational, and time-management skills.
• Ability to manage multiple priorities, work independently with minimal supervision, communicate across organizational levels, and collaborate with a team.
• Strong computer and software skills.
• Must already have U.S. work authorization that will not require visa sponsorship now or in the future.

Culture & Benefits

• Client-centric, relationship-based work environment focused on personalized service.
• Face-to-face collaboration and in-person teamwork are foundational to the working model.
• Hybrid flexibility allows working from home one day per week, subject to role-specific requirements.
• Full-time, non-exempt position within Business Support & Operations.