Registered Client Service Associate

Location: Austin, Texas, United States; resident workstyle

Company

hirify.global is a financial services firm with more than 60 years of industry history, focused on client service, integrity, independence, and long-term value.

What you will do

• Serve as the first point of contact for prospective and existing clients through phone, email, mail, in-person, and virtual channels.
• Support financial advisors and branch staff with client onboarding, account opening, account research, and documentation maintenance.
• Process and monitor asset transfers, cash reports, corporate actions, account alerts, orders, and portfolio rebalancing.
• Prepare financial reports, spreadsheets, and meeting materials while maintaining client records in CRM software.
• Assist with seminars, marketing efforts, client-facing events, and ongoing professional development.

Requirements

• High school diploma or equivalent.
• One or more years of securities industry or related work experience preferred, or an equivalent combination of education, experience, and training.
• SIE certification required unless an exemption or grandfathering applies; Series 7 required.
• Series 63, 65, and/or 66 required as applicable by state.
• Knowledge of investment concepts, financial markets, securities regulations, trading terminology, managed account platforms, CRM software, and Excel.
• Ability to manage detailed tasks, shifting priorities, client communications, account analysis, and transaction information in a fast-paced environment.

Culture & Benefits

• Full-time employment in a collaborative, client-first environment.
• Medical, dental, vision, life, critical illness, accident, disability, and retirement benefits may be available.
• Paid vacation, holidays, sick leave, and parental leave may be available.
• Less than 25% travel is expected.
• Professional development, training, and cross-training opportunities are available.
• People-first culture emphasizing professional growth, collaboration, accountability, and continuous improvement.