Registered Client Service Associate

Location: Kingwood, Texas, United States. Hybrid schedule with work in the office at least four days per week and flexibility to work from home one day per week.

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 advisors with financial plans, investment research, client trades, transactions, and practice management activities.
• Schedule and confirm client meetings, prepare agendas and summaries, maintain contact data, and coordinate follow-up.
• Prepare and submit new business paperwork, obtain signatures, track insurance applications, and coordinate rollovers.
• Organize marketing events, coordinate vendors, prepare compliance documentation, and manage reimbursement processes.
• Handle administrative and operations support, including phones, expense reports, client correspondence, documents, and alerts.

Requirements

• Bachelor’s degree or equivalent and 3–5 years of relevant experience.
• Experience in a client service environment with strong organization, time management, mathematical, analytical, and computer skills.
• Series 7 and state securities agent registration through S63 or S66, or the ability to obtain the required registrations within 150 days.
• Ability to manage multiple priorities, work independently with minimal supervision, and collaborate across organizational levels.
• Valid United States work authorization is required without current or future visa sponsorship.

Nice to have

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

Culture & Benefits

• Client-centric, relationship-based work environment focused on face-to-face collaboration.
• In-office collaboration is expected at least four days per week, with one work-from-home day per week.
• Full-time, non-exempt position within the Business Support & Operations group.