Service Associate (Financial Services)

Location: Hybrid role in Memphis, Tennessee, United States

Company

hirify.global is a financial services firm providing investment and wealth management services through Financial Advisors and branch teams.

What you will do

• Serve as the first point of contact for prospective and existing clients across phone, email, in-person, virtual, and mail channels.
• Support Financial Advisors and branch staff with client service, scheduling, inquiries, and administrative tasks.
• Onboard clients, open accounts, research client and security information, and maintain required documentation.
• Process and monitor asset transfers, cash reports, corporate actions, account alerts, orders, and portfolio rebalancing.
• Prepare financial reports, spreadsheets, meeting materials, and maintain CRM records and files.
• Support seminars and client-facing events while completing ongoing training and professional development.

Requirements

• High school diploma or equivalent.
• At least 13 months of general experience; one or more years of securities industry or related experience is preferred.
• Knowledge of investment concepts, financial markets, securities industry regulations, trading terminology, and account transactions.
• Experience with CRM software, Excel, spreadsheets, databases, and standard office applications.
• Ability to organize competing priorities, analyze account information, resolve issues, and provide professional customer service in a fast-paced environment.
• SIE, Series 7, and Series 63 licenses are preferred; candidates without them must obtain the required licenses within the hiring manager's timeframe.

Culture & Benefits

• Hybrid workstyle with less than 25% travel.
• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Professional development, cross-training, and educational opportunities are available.
• Work guided by client-first service, integrity, independence, collaboration, accountability, and continuous improvement.