Registered Client Service Associate (Viera, FL)

Location: Rockledge, Florida, United States; resident workstyle

Company

hirify.global is a financial services firm with more than 60 years of industry experience, focused on client service and investment support.

What you will do

• Serve as a first point of contact for prospective and existing clients across phone, email, mail, virtual, and in-person channels.
• Support financial advisors and branch staff with client onboarding, account opening, documentation, and account research.
• Process and monitor asset transfers, cash awaiting investment, corporate actions, account alerts, and portfolio rebalancing.
• Prepare financial reports, spreadsheets, meeting materials, and client communications.
• Maintain client records and files in CRM systems while tracking multiple priorities and deadlines.
• Assist with seminars, client-facing events, training, and professional development activities.

Requirements

• High school diploma or equivalent.
• At least one year of securities-industry or related work experience preferred.
• SIE certification required unless an exemption or grandfathering applies.
• Series 7 certification required.
• Series 63, 65, and/or 66 required as applicable by state.
• Knowledge of investment concepts, financial markets, trading terminology, CRM software, Excel, and account analysis.

Culture & Benefits

• Full-time employment in a fast-paced branch environment with independent and collaborative work.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• Less than 25% travel is expected.
• Culture emphasizes client-first service, integrity, independence, accountability, collaboration, and continuous improvement.