Registered Client Service Associate (Atlanta, GA)

Location: Atlanta, Georgia, United States; hybrid workstyle

Company

hirify.global is a financial services firm providing investment and wealth management services through financial advisors and branch offices.

What you will do

• Serve as the first point of contact for prospective and existing clients across phone, email, mail, in-person, and virtual channels.
• Support financial advisors and branch staff with client service, scheduling, inquiries, and administrative coordination.
• Onboard clients, open accounts, research account and security information, and maintain required documentation.
• Process asset transfers, monitor cash balances, review corporate actions and account alerts, and support investment-related follow-up.
• Prepare financial reports and spreadsheets, input orders, rebalance portfolios, and maintain CRM records.
• Assist with seminars and client-facing events while completing ongoing training and professional development.

Requirements

• High school diploma or equivalent.
• One or more years of securities industry or related work experience preferred; the stated general experience range is 7–12 months.
• Required SIE and Series 7 certifications; Series 63, 65, and/or 66 may be required by state.
• Knowledge of investment concepts, financial markets, trading terminology, securities regulations, and managed account platforms.
• Experience with CRM software, Excel, account research, reporting, and standard office applications.
• Ability to manage changing priorities, resolve account issues, communicate professionally, and work independently and collaboratively.

Culture & Benefits

• Full-time employment in a hybrid work environment.
• Benefits may include medical, dental, vision, life, critical illness, accident, and disability insurance.
• Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
• Less than 25% travel is expected.
• Professional development, cross-training, and educational opportunities are available.
• Work is guided by client-first service, integrity, independence, accountability, collaboration, and continuous improvement.