Client Service Specialist (Financial Services)

Location: On-site in Scarborough, Maine, United States

Salary: $60,000–$65,000 per year

Company

hirify.global provides financial planning and advisory services through an independent advisor franchise practice.

What you will do

• Support financial advisors with daily business operations and office workflow.
• Coordinate accurate client account setup with the corporate office and resolve service issues.
• Maintain client management systems, files, records, and retention documentation.
• Answer client and prospect questions, schedule appointments, and participate in client meetings.
• Process directed transaction requests and coordinate client appreciation events and seminars.
• Provide recommendations on practice tools and support compliance-related activities.

Requirements

• College degree or higher.
• At least 2 years of similar experience.
• Strong attention to detail, organization, communication, time management, and multitasking skills.
• Professional phone manner and ability to follow advisor, company, legal, and regulatory requirements.
• Already hold or be able to study for and pass Series 7, Series 66, and state life, accident, and health insurance licensing exams.

Culture & Benefits

• Inclusive and collaborative workplace culture.
• Full-time employment with an independent financial advisor franchise practice.
• Commitment to ethical business practices and community engagement.
• Accessible recruitment process and reasonable accommodations for candidates with disabilities.