Sr. Registered Client Service Associate (Financial Services)

Location: Charleston, South Carolina, United States; resident workstyle

Company

hirify.global is a financial services firm providing investment, advisory, and client service solutions.

What you will do

• Serve as a primary contact for prospective and existing clients, handling inquiries, quotes, meeting coordination, and communications across phone, email, mail, in-person, and virtual channels.
• Support client onboarding, account opening, documentation maintenance, and research of client and security information.
• Assist with discretionary and non-discretionary trading, model maintenance, performance tracking, alternative investments, foreign accounts, and private placement monitoring.
• Create reports, track expenses, identify practice performance metrics, and implement operational improvements for the advisory team.
• Support advisor marketing activities, seminars, mailings, and client-facing events.
• Mentor junior team members, manage workflow, and contribute to team efficiency while supporting financial advisors and branch staff.

Requirements

• High school diploma or equivalent.
• Five years of financial services industry service experience, or an equivalent combination of education, experience, and training.
• SIE and Series 7 required unless an exemption or grandfathering provision applies.
• Series 63, 65, and/or 66 required according to state requirements, with the ability to obtain additional registrations when needed.
• Knowledge of financial markets, investment products, trading terminology, managed account platforms, and industry regulations.
• Experience with CRM software, goal-planning software, Excel, account research, detailed task management, and client communication.

Culture & Benefits

• Full-time employment with medical, dental, vision, life, critical illness, accident, disability, retirement, paid time off, holiday, sick leave, and parental leave benefits that may vary by position and status.
• Work in a client-first environment centered on integrity, independence, collaboration, accountability, and continuous improvement.
• Professional development, training, cross-training, and educational opportunities are available.
• Travel is expected to be less than 25%.