Registered Client Service Associate - Coral Gables, FL (Bilingual Requirement)

Location: Coral Gables, Florida, at 2333 Ponce de Leon Blvd; resident workstyle

Company

hirify.global is a financial services firm providing investment and wealth management services.

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 service, scheduling, account research, reporting, and meeting preparation.
• Onboard clients, open accounts, maintain documentation, and ensure records comply with firm and industry requirements.
• Process asset transfers, monitor available cash, review account alerts and corporate actions, and contact clients regarding investment opportunities.
• Input orders, rebalance portfolios, and maintain client records using CRM and related software.
• Assist with marketing activities, seminars, client events, training, and professional development.

Requirements

• High school diploma or equivalent.
• At least one year of securities industry or related experience preferred.
• Spanish is required.
• Working knowledge of investment concepts, financial markets, securities regulations, trading terminology, managed account platforms, CRM software, and Excel.
• SIE and Series 7 are required; Series 63, 65, and/or 66 may be required according to state requirements.
• Strong organization, communication, analytical, customer service, prioritization, and problem-solving skills.

Culture & Benefits

• Full-time position with a collaborative, client-first working environment.
• 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.
• Professional development, training, and cross-training opportunities.
• Culture focused on integrity, independence, accountability, collaboration, and continuous improvement.