Registered Client Service Associate-Mount Pleasant, SC

Location: Mount Pleasant, Michigan, United States. Resident workstyle with less than 25% travel.

Company

hirify.global is a financial services firm providing investment and wealth management services.

What you will do

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

Requirements

• High school diploma or equivalent.
• One or more years of securities industry or related work experience preferred; the stated experience range is 13 months to 3 years.
• Knowledge of investment concepts, financial markets, securities products, trading terminology, account processes, and industry regulations.
• Ability to manage multiple detailed assignments, changing priorities, deadlines, account research, and customer service issues in a fast-paced environment.
• Proficiency with CRM software, Excel, standard office equipment, and business software applications.
• SIE and Series 7 are required; Series 63, 65, and/or 66 may be required by state.

Culture & Benefits

• Collaborative, client-first environment focused on integrity, independence, and long-term decision-making.
• Opportunities for training, cross-training, education, and professional development.
• Benefits may include medical, dental, vision, life, disability, and other insurance coverage.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• People-first culture emphasizing professional growth, collaboration, ownership, accountability, and continuous improvement.