Client Service Associate (Albany, GA)

Location: Albany, Georgia, United States; resident workstyle

Company

hirify.global provides financial advisory and securities industry services through its branch offices and Financial Advisors.

What you will do

• Support Financial Advisors and provide service to prospective and existing clients by phone, in person, virtually, and through mailings.
• Schedule meetings, respond to client inquiries, and provide professional customer service across multiple communication channels.
• Process client financial transactions, advisor and branch expenses, account openings, and related documentation.
• Research client and security information, prepare reports and correspondence, and maintain accurate CRM records and files.
• Assist with marketing activities, seminars, client-facing events, and order entry at the direction of Financial Advisors.
• Complete training and professional development to remain current on firm and industry policies and procedures.

Requirements

• High school diploma or equivalent required.
• One or more years of securities industry or related work experience preferred; equivalent education and training may be considered.
• Knowledge of investment concepts, financial markets, financial products, and securities industry regulations.
• Experience with CRM or contact management software and Excel, including spreadsheet and reporting work.
• Ability to analyze account information, manage detailed tasks, prioritize changing deadlines, and follow up on submitted items.
• Ability to communicate effectively, work independently and collaboratively, and provide calm, professional customer service.

Culture & Benefits

• Full-time position with a resident workstyle and less than 25% travel.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• People-first culture centered on client-first service, integrity, independence, and a conservative long-term view.
• Professional development, cross-training, and educational opportunities are available.
• Work emphasizes collaboration, accountability, continuous improvement, and respect for diverse backgrounds and experiences.