Client Service Associate (Financial Services)

Location: In-office in Nashua, New Hampshire, United States

Salary: $23.52–$39.17 per hour

Company

hirify.global is a U.S. wealth management firm supporting financial advisors and institutions with investment solutions, fintech tools, affiliation models, and practice management services.

What you will do

• Provide daily client and advisor support regarding account activity, policies, documentation, distributions, required minimum distributions, and tax forms.
• Submit account instructions, research complex issues, and coordinate with internal departments to resolve them on time.
• Educate clients and advisors about services and technology, including eSignature and paperless options.
• Manage operational reports related to cash management and distributions, complete special projects, and support digital cost-saving initiatives.
• Schedule meetings, prepare materials, update CRM records, process expense reports, and contribute to peer development.

Requirements

• 2+ years of experience in the financial industry, preferably in wealth management.
• 2+ years of experience in client service.
• Strong attention to detail, organization, time management, analytical thinking, and problem-solving skills.
• Effective oral and written communication, including the ability to explain complex information clearly and simply.
• Strong interpersonal skills and the ability to build relationships with clients, coworkers, and internal and external partners.
• Ability to work in the Nashua office.

Nice to have

• Desire to obtain industry licenses such as SIE, Series 7, and Series 66.
• Experience with Outlook, Word, and Excel.
• Self-motivation, initiative, and a continuous-improvement mindset.

Culture & Benefits

• Collaborative, team-oriented environment focused on client outcomes and continuous improvement.
• 401(k) matching, health benefits, employee stock options, and paid time off.
• Volunteer time off and additional total rewards supporting work and personal wellbeing.
• Opportunities to work with multiple internal departments and develop wealth management experience.