Registered Client Service Associate (Financial Services)

Location: Washington, D.C., United States — 1899 Pennsylvania Ave NW, Suite 1000; resident, onsite role

Salary: $55,000–$80,000 per year

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 relationships.

What you will do

• Serve as a 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 onboarding, account opening, documentation, and account research.
• Process and monitor asset transfers, cash reports, corporate actions, account alerts, and investment-related follow-ups.
• Input orders and rebalance portfolios on behalf of financial advisors.
• Prepare financial reports, spreadsheets, and meeting materials while maintaining CRM records and files.
• Assist with seminars, client-facing events, training, and professional development activities.

Requirements

• High school diploma or equivalent.
• One or more years of securities industry or related work experience preferred; equivalent education, experience, or training may be considered.
• Required securities knowledge, including investment concepts, financial markets, products, regulations, and trading terminology.
• Experience with CRM or contact management software, managed account platforms, goal-planning software, and Excel.
• Strong organization, research, problem-solving, communication, and customer service skills in a fast-paced environment.
• SIE and Series 7 required; Series 63, 65, and/or 66 required as applicable by state.

Culture & Benefits

• Full-time position with less than 25% travel.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• People-first culture centered on developing, collaborating, deciding, delivering, and improving.
• Training, cross-training, and educational or professional development opportunities.
• Inclusive equal opportunity workplace that values diverse backgrounds and experiences.