Client Service Associate (Wesley Chapel, FL)

Location: Wesley Chapel, Florida, United States; resident workstyle

Company

hirify.global is a financial services firm with more than 60 years of industry experience.

What you will do

• Support Financial Advisors, prospective clients, existing clients, and branch staff with administrative and client service activities.
• Handle daily inquiries and meeting scheduling by phone, email, mail, in-person, and virtual channels.
• Process client financial transactions, advisor and branch expenses, expense reports, and new client accounts.
• Research client and security information, maintain accurate documentation, and follow up on submitted items.
• Prepare correspondence, forms, business reports, client-specific reports, and prospecting materials.
• Maintain CRM records and files, support marketing events, and enter orders at the direction of Financial Advisors.

Requirements

• High school diploma or equivalent.
• One or more years of securities industry or related work experience preferred, or an equivalent combination of education, experience, and training.
• Knowledge of investment concepts, financial markets, products, and securities industry regulations.
• Experience with CRM or contact management software, Excel, spreadsheets, reports, databases, and standard office applications.
• Strong organization, accuracy, analytical, problem-solving, communication, and customer service skills.
• Ability to work independently and collaboratively, manage changing priorities, and handle stressful situations professionally.

Culture & Benefits

• Full-time position with a resident workstyle in Wesley Chapel, Florida.
• Benefits may include medical, dental, vision, life, disability, critical illness, accident insurance, retirement savings, paid time off, holidays, sick leave, and parental leave.
• Less than 25% travel.
• Access to training, cross-training, educational, and professional development opportunities.
• People-first culture focused on client service, integrity, collaboration, accountability, and continuous improvement.