Client Service Associate (Financial Services)

Location: Monterey, California, United States; employees work in the office at least four days per week and may work from home one day per week.

Base salary: $67,000–$92,100 per year, with potential variable compensation depending on the role.

Company

hirify.global is a diversified financial services firm providing financial planning, investment management, insurance, and advisory services to individual, small business, and institutional clients.

What you will do

• Support advisors with client servicing, financial plan preparation, investment research, trades, and transactions.
• Schedule and prepare client meetings, create agendas and summaries, update client management records, and provide follow-up.
• Prepare and submit new business forms, obtain signatures, track insurance applications, and coordinate rollovers.
• Organize marketing events, coordinate vendors, prepare marketing compliance documentation, and manage event reimbursements.
• Provide branch administration, including phone coverage, expense reports, client correspondence, document setup, and operational support.

Requirements

• Associate degree or equivalent; a bachelor’s degree is preferred.
• 3–5 years of relevant experience in a client service environment.
• Strong mathematical, analytical, organizational, and time-management skills.
• Ability to manage multiple priorities and work independently with minimal supervision.
• Ability to communicate across organizational levels and work effectively in a process-oriented team.
• Strong computer and software skills.

Culture & Benefits

• In-office collaboration is required at least four days per week, with flexibility to work from home one day per week.
• Training, mentoring, and licensing support are available for career development.
• Benefits include vacation time, sick time, 401(k), and health, dental, and life insurance.
• Variable compensation may include bonuses, commissions, and long-term incentives depending on the role.

Hiring process

• Specific in-office expectations and role requirements are discussed during the hiring process.