Registered Client Service Associate (Financial Services)

Location: Tigard, Oregon, United States; onsite Monday through Friday

Salary: $25.85–$43.08 per hour

Company

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

What you will do

• Provide administrative and operational support to financial advisors and their clients.
• Answer phones, schedule appointments, and prepare materials for client meetings.
• Maintain accurate client information in CRM and client management systems.
• Support new accounts, transfers, cash management, distributions, debits, and account maintenance.
• Conduct proactive outreach regarding time-sensitive activities such as required minimum distributions.
• Coordinate with internal departments to resolve client requests and explain account services and digital tools.

Requirements

• At least 3 years of experience supporting advisors as a Registered Client Service Associate, preferably with Series 7 and Series 66 licenses.
• Candidates without Series 7 and Series 66 may be considered with 5+ years of Client Service Associate experience in wealth management or financial services.
• Proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint, and CRM applications.
• Strong organization, communication, problem-solving, and client service skills.
• Ability to work onsite Monday through Friday in Tigard, Oregon.

Nice to have

• Bachelor’s degree.
• Strong attention to detail, analytical and research skills, and effective time management.
• Ability to explain complex information clearly and build relationships with clients and partners.

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.
• Opportunities to contribute to financial advisor and client success through technology and service innovation.