Client Service Associate (Salt Lake City, UT)

Location: Salt Lake City, Utah, United States; workstyle: Resident; travel: less than 25%

Company

hirify.global is a financial services firm with more than 60 years of industry experience.

What you will do

• Provide administrative and client-service support to Financial Advisors, branch staff, and prospective and existing clients.
• Handle client inquiries, schedule meetings, and communicate by phone, email, mail, in person, and virtually.
• Process client financial transactions, advisor and branch expenses, account openings, and related documentation.
• Prepare correspondence, forms, business summaries, client reports, and prospecting materials.
• Create and maintain client records and files in CRM software, research account information, and follow up on outstanding items.
• Support seminars, client-facing events, marketing activities, and order entry at the direction of Financial Advisors.

Requirements

• High school diploma or equivalent required.
• One or more years of securities-industry or related work experience preferred; equivalent education, experience, or training may be accepted.
• Knowledge of investment concepts, financial markets, products, and securities-industry regulations.
• Skills with CRM or contact-management software, Microsoft Excel, standard office equipment, and business software applications.
• Ability to organize and track detailed tasks, manage changing priorities, research account information, process transactions accurately, and resolve issues.
• Strong written and verbal communication, customer-service, problem-solving, mathematics, and teamwork skills.

Culture & Benefits

• Full-time employment in a client-first, integrity-focused financial services environment.
• Training, cross-training, and educational or professional development opportunities.
• 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 focused on professional growth, collaboration, accountability, continuous improvement, and respect for individual backgrounds.