Client Service Associate (Houston, TX)

Location: Houston, Texas, United States; resident workstyle

Company

hirify.global is a financial services firm with more than 60 years of history, providing investment and securities-related services.

What you will do

• Support Financial Advisors, branch staff, prospective clients, and existing clients with daily inquiries, meeting scheduling, and service requests.
• Process client financial transactions, advisor expenses, expense reports, account information, and security research.
• Open new client accounts and verify paperwork, documentation, and submission details for accuracy and completion.
• Prepare client correspondence, forms, business reports, and client-specific reporting.
• Create and maintain client records and files in CRM software and assist with seminars and other client-facing events.
• Enter orders at the direction of Financial Advisors and complete assigned training and professional development activities.

Requirements

• High school diploma or equivalent required.
• One or more years of securities industry or related work experience preferred; equivalent education, experience, or training may be considered.
• Knowledge of investment concepts, financial markets, securities products, and industry regulations.
• Experience with CRM or contact management software and Excel, including spreadsheet and reporting work.
• Ability to manage detailed tasks, changing priorities, deadlines, account information, and transaction data accurately.
• Ability to communicate professionally across phone, email, mail, in-person, and virtual channels and provide high-quality customer service.

Culture & Benefits

• Full-time employment in a resident branch-office workstyle with less than 25% travel.
• Benefits may include medical, dental, and vision insurance; life, disability, critical illness, and accident coverage.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Professional development, cross-training, and educational opportunities are provided.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving, with a focus on client service, integrity, and accountability.