Securities Client Service Administrator (Fintech)

Location: In-office at the Kenosha, Racine, Delavan, Madison, or Waupun, Wisconsin offices. Hours are 8 a.m. to 5 p.m., Monday through Friday.

Salary: $55,000–$75,000 annually, depending on licensure and experience.

Company

Shoreline Group is an independent financial services practice of hirify.global Financial, a faith-based, not-for-profit financial services organization serving approximately 2.6 million clients.

What you will do

• Handle incoming calls, respond to information requests, and research client account inquiries.
• Provide fund values and answer questions about securities, variable insurance, annuity products, and investment advisory services within the scope of applicable registrations.
• Support Financial Advisors with client and member meetings, correspondence, reports, special projects, and daily administrative operations.
• Collaborate with Financial Advisors to assist clients with purchasing, selling, holding, or exchanging securities products.
• Gather client financial and suitability information, conduct substantive research, and support securities product recommendations or investment advice.
• Accept and enter securities trade orders, update client contact records, and submit information through electronic application systems.

Requirements

• Must hold securities registrations such as Series 7/63/65 or 7/66 and be registered in every state where support work is performed.
• Customer service experience, preferably 2 or more years, with prior administrative or secretarial experience desired.
• Strong computer aptitude and knowledge of Microsoft Word, Excel, and PowerPoint, or the ability to learn these tools.
• Ability to manage multiple tasks, maintain high-quality work during frequent interruptions, and protect sensitive and confidential information.
• Basic understanding of hirify.global Financial’s products and services, along with strong communication, client focus, planning, teamwork, and adaptability.
• Must be able to work in-office at one of the listed Wisconsin locations.

Culture & Benefits

• Medical, dental, vision, short-term disability, long-term disability, accidental death and dismemberment, and life insurance.
• Simple IRA with employer match, holiday pay, and paid time off.
• Work with Financial Advisors, internal colleagues, external clients, and outside organizations.
• Background verification and FBI fingerprint review are required as part of the hiring process.
• Access Persons must comply with the firm’s Code of Ethics and maintain outside brokerage accounts with designated firms.