Senior Client Service Associate (Financial Services)

Location: Hybrid in Portland, Maine, United States

Salary: $45,000–$75,000 per year

Company

hirify.global is a financial services firm providing investment and wealth management services through financial advisors and branch offices.

What you will do

• Provide high-touch administrative and client service support to financial advisors, prospective clients, existing clients, and branch staff.
• Handle client inquiries, meeting scheduling, communications, and daily interactions across phone, email, in-person, virtual, and mail channels.
• Open client accounts, research account and security information, maintain CRM records, and track daily contacts.
• Process documentation for insurance purchases, account distributions, Roth IRA conversions, 529 accounts, college payments, and other client transactions.
• Prepare business summaries, client reports, letters, forms, and records while ensuring paperwork is accurate and complete.
• Support marketing activities, outside account reporting, securities litigation submissions, licensing renewals, and order entry as directed by financial advisors.

Requirements

• High school diploma or equivalent.
• Minimum of three years of financial services industry experience, or an equivalent combination of education, training, and experience.
• Knowledge of investment concepts, financial markets, securities industry practices, and industry regulations.
• Experience with CRM or contact management software and Microsoft Excel, including spreadsheet and reporting work.
• Ability to organize multiple detailed assignments, manage changing priorities, research account information, resolve errors, and meet deadlines.
• Ability to communicate effectively and provide professional customer service while working independently and as part of a team.

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, training, and cross-training opportunities are provided.
• Culture emphasizes client-first service, integrity, independence, accountability, collaboration, and continuous improvement.