Registered Client Service Associate (Houston, TX)

Location: Houston, Texas, United States; onsite resident workstyle

Company

hirify.global is a financial services firm with more than 60 years of industry history, focused on client service, integrity, independence, and long-term financial relationships.

What you will do

• Serve as the first point of contact for prospective and existing clients through phone, email, mail, in-person, and virtual channels.
• Support financial advisors and branch staff with client service, scheduling, inquiries, and administrative coordination.
• Onboard clients, open accounts, research account and security information, and maintain required documentation.
• Process asset transfers, monitor cash and corporate actions, and follow up on account alerts and time-sensitive items.
• Prepare reports, spreadsheets, meeting materials, portfolio orders, and rebalancing instructions for financial advisors.
• Maintain CRM records and support seminars, marketing activities, training, and professional development.

Requirements

• High school diploma or equivalent.
• At least one year of securities industry or related experience preferred; the stated experience range is 13 months to 3 years.
• Securities Industry Essentials (SIE) exam required unless an exemption or grandfathering provision applies.
• Series 7 required; Series 63, 65, and/or 66 required as applicable by state.
• Knowledge of investment concepts, financial markets, securities regulations, trading terminology, managed account platforms, CRM software, and Excel.
• Strong organization, analytical, communication, problem-solving, prioritization, and customer service skills.

Culture & Benefits

• Full-time employment in a fast-paced, task-oriented branch environment with both independent and team-based work.
• Medical, dental, and vision coverage may be available, along with life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be included.
• Less than 25% travel is expected.
• Professional development, cross-training, and educational opportunities are available.