Registered Client Service Associate (Financial Services)

Location: Greenville, South Carolina, United States. Resident workstyle with less than 25% travel.

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, 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 client information updates.
• Input orders and rebalance portfolios on behalf of financial advisors while preparing reports, spreadsheets, and meeting materials.
• Maintain client records and files in CRM and related systems.
• Support seminars, client-facing events, training, and ongoing professional development.

Requirements

• High school diploma or equivalent.
• One or more years of securities industry or related experience preferred; the posting also lists 6–10 years of general experience.
• Knowledge of investment concepts, securities industry practices, financial markets, products, regulations, and trading terminology.
• Experience with CRM or contact management software, goal-planning software, Microsoft Excel, spreadsheets, and databases.
• Strong organization, research, communication, customer service, prioritization, and problem-solving skills.
• SIE and Series 7 are required unless an exemption or grandfathering provision applies; Series 63, 65, and/or 66 may be required by state.

Culture & Benefits

• People-first culture centered on developing, collaborating, deciding, delivering, and improving.
• Medical, dental, vision, life, critical illness, accident, and disability insurance may be available.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Opportunities for training, cross-training, education, and professional development.
• Equal opportunity workplace that values diverse backgrounds and authentic contributions.