Registered Client Service Associate

Location: Winston Salem, North Carolina, United States; resident workstyle

Company

hirify.global is a financial services firm providing investment and wealth management services through financial advisors and branch teams.

What you will do

• Serve as the first point of contact for prospective and existing clients through phone, email, mail, in-person, and virtual interactions.
• Support financial advisors and branch staff with client onboarding, account opening, documentation, and account research.
• Process and monitor asset transfers, cash awaiting investment, corporate actions, account alerts, and portfolio orders.
• Prepare financial reports, spreadsheets, meeting materials, and weekly cash and cash-equivalent reports.
• Create and maintain client records and files in CRM and related systems.
• Support seminars, client-facing events, training, and ongoing professional development.

Requirements

• High school diploma or equivalent.
• Seven to twelve months of general experience; securities industry or related experience is preferred.
• SIE required unless an exemption or grandfathering provision applies.
• Series 7 required; Series 63, 65, and/or 66 required according to state requirements.
• Knowledge of investment concepts, financial markets, securities industry regulations, trading terminology, and managed account platforms.
• Ability to organize multiple detailed assignments, analyze account information, use CRM and Excel, and provide professional client service in a fast-paced environment.

Culture & Benefits

• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Work includes less than 25% travel.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• Emphasis on client-first service, integrity, independence, accountability, and continuous improvement.