Client Service Associate - Dickinson, ND

Location: Dickinson, North Dakota — in-office Monday–Friday

Salary: $23.52–$39.17 per hour

Company

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

What you will do

• Serve as the primary contact for clients through phone, email, and in-person interactions.
• Coordinate advisor calendars, client meetings, meeting materials, and follow-up communications.
• Process account openings, transfers, beneficiary changes, address updates, RMDs, and other account maintenance requests.
• Maintain accurate CRM records and prepare client correspondence, reports, presentations, and operational documentation.
• Coordinate with custodians and financial institutions to resolve account issues and facilitate transactions.
• Support branch administration, client events, educational seminars, newsletters, and social media communications.

Requirements

• In-office availability Monday–Friday in Dickinson, ND.
• High school diploma or equivalent.
• Prior customer service experience.
• Proficiency in Microsoft Word, Excel, PowerPoint, and CRM applications.
• Strong organization, attention to detail, problem-solving, communication, time management, and relationship-building skills.
• Ability to analyze and research information while handling multiple responsibilities and deadlines.

Nice to have

• Bachelor’s degree.
• Series 7 and Series 66 licenses.
• Financial services experience.

Culture & Benefits

• Collaborative, team-oriented environment focused on client success and continuous improvement.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Resources and technology designed to support financial advisors and client service operations.