Client Service Associate (Tampa, FL)

Location: Tampa, Florida, United States; resident workstyle

Company

hirify.global is a financial services firm with more than 60 years of experience providing investment and client service solutions.

What you will do

• Support Financial Advisors, branch staff, prospective clients, and existing clients through phone, email, mail, virtual, and in-person interactions.
• Process client financial transactions, advisor and branch expenses, account openings, and related documentation.
• Research client and security information and maintain accurate records and files in CRM systems.
• Prepare letters, forms, business summaries, client reports, and other materials for advisors and clients.
• Review paperwork for accuracy, follow up on outstanding items, and resolve errors or questions.
• Assist with marketing activities, seminars, client-facing events, and orders directed by Financial Advisors.

Requirements

• High school diploma or equivalent.
• Strong organization, accuracy, prioritization, and follow-up skills.
• Ability to provide professional customer service and communicate effectively in writing, by phone, virtually, and in person.
• Experience with CRM or contact management software and Excel, including spreadsheets and reporting.
• Ability to analyze account information, process transaction data, use basic mathematics, and work with changing priorities.
• One or more years of securities industry or related work experience is preferred.

Culture & Benefits

• Full-time employment in a fast-paced branch environment with independent and team-based work.
• Training, cross-training, educational, and professional development opportunities.
• Benefits may include medical, dental, vision, life, disability, critical illness, and accident insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Travel is expected to be less than 25%.