Registered Client Service Associate

Location: Newport Beach, California, United States; in-office Monday–Friday

Salary: $28.47–$47.44 per hour

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with investment solutions, technology resources, custody, and practice management services.

What you will do

• Serve as the primary client contact, answer inquiries, resolve issues, and explain account services and online capabilities.
• Onboard clients by collecting documentation and supporting accurate, compliant account setup.
• Prepare and process account opening, maintenance, and transfer documentation in line with firm policies and regulatory requirements.
• Monitor account activity, including contributions, distributions, trading support, and performance reporting.
• Maintain accurate client records in CRM and document management systems.
• Coordinate with custodians, service providers, internal teams, and financial advisors on client requests and operational initiatives.

Requirements

• Active Series 7 or Series 66 license required; Series 63/65 combination is acceptable.
• At least 3 years of experience in a client-facing role supporting wealth management advisors or in financial services.
• Strong understanding of financial products and services, with the ability to execute trades and discuss investment recommendations within compliance limits.
• Excellent communication, organization, problem-solving, and attention-to-detail skills.
• Proficiency in Microsoft Office and financial CRM software.
• Ability to work independently and collaboratively in a fast-paced, high-volume environment with professionalism and discretion.

Nice to have

• Bachelor’s degree in finance, business, or accounting.
• Additional experience in a client support role within financial services.

Culture & Benefits

• Collaborative, team-oriented environment focused on client success and continuous improvement.
• 401(k) matching and health benefits.
• Employee stock options.
• Paid time off and volunteer time off.

Hiring process

• LPL communicates with applicants directly from an @lplfinancial.com email address.
• Interviews are not conducted online or in chatroom forums, and applicants will not be asked for payment or bank or credit card information.