Registered Client Service Associate (Financial Services)

Location: Raleigh, NC; onsite

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, custody services, and practice management support.

What you will do

• Provide administrative support to financial advisors and prepare materials for client meetings.
• Answer phones, schedule appointments, and maintain accurate client information in CRM systems.
• Support new accounts, transfers, cash management, distributions, debits, and other account maintenance activities.
• Conduct proactive outreach regarding time-sensitive activities such as required minimum distributions.
• Coordinate with internal departments to resolve client requests and ensure timely service delivery.
• Educate clients about account services, eSignature, paperless statements, client portals, and related technologies.

Requirements

• Active Series 7 or Series 66, or a Series 63/65 combination, is required.
• Strong knowledge of financial products and services, with the ability to execute trades and discuss investment recommendations within compliance guidelines.
• Excellent verbal and written communication, interpersonal, problem-solving, and client service skills.
• Professionalism, discretion, ethical conduct, organization, and attention to detail.
• Proficiency with Microsoft Office and financial CRM systems, with the ability to work independently and collaboratively in a fast-paced environment.

Nice to have

• Bachelor’s degree in finance, business, or accounting.
• At least three years of experience in financial services, preferably in a client support role.

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.
• Resources and technology designed to support financial advisors and client service teams.