Senior Registered Client Service Associate (Financial Services)

Location: Boca Raton, Florida, United States; resident workstyle

Company

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

What you will do

• Serve as the first point of contact for prospective and existing clients through phone, email, mail, in-person, and virtual interactions.
• Support client onboarding, account opening, documentation updates, liquidity events, and private placement investment monitoring.
• Execute and support discretionary and non-discretionary trading, model maintenance, performance tracking, alternative investments, and foreign accounts.
• Create reports, track expenses and practice performance metrics, and implement operational efficiency improvements.
• Assist financial advisors with meetings, marketing activities, seminars, mailings, and client-facing events.
• Mentor junior team members, manage workflow, and coordinate work independently and within the branch team.

Requirements

• High school diploma or equivalent.
• Five years of financial services industry service experience or an equivalent combination of education, experience, and training; general experience of 6–10 years is listed.
• Required securities registrations include SIE and Series 7; Series 63, 65, and/or 66 may be required by state.
• Knowledge of financial markets, investment products, trading terminology, securities regulations, and advanced investment concepts.
• Experience with CRM or contact management software, goal planning software, and Excel reporting.
• Ability to manage detailed, time-sensitive work, analyze account information, resolve issues, and communicate effectively with clients and organizational levels.

Culture & Benefits

• Benefits may include medical, dental, and vision insurance; life, critical illness, accident, and disability insurance.
• Retirement savings, paid time off including vacation, holidays, and sick leave, and parental leave may be available.
• Less than 25% travel is expected.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving with a client-first and integrity-focused approach.
• Training, cross-training, and educational or professional development opportunities are available.