Registered Client Service Associate (Financial Services)

Location: Onsite in the United States; Viera, FL / Allen & Company office in Lakeland, FL

Salary: $25.85–$43.08 per hour

Company

hirify.global is a U.S. wealth management firm providing financial advisors and institutions with investment solutions, fintech tools, practice management services, and custody services.

What you will do

• Provide daily, monthly, and annual administrative support to financial advisors and their clients.
• Handle inbound calls, appointment scheduling, meeting preparation, and proactive client outreach.
• Maintain client management systems and support new-account documentation.
• Manage operational account activities, including cash management, transfers, distributions, debits, and account maintenance.
• Explain account services and digital tools such as eSignature, paperless statements, and client portals.
• Conduct routine client meetings independently and assist with client trades when needed.

Requirements

• Series 7 license required.
• Prior customer service experience and a financial services background.
• Strong verbal and written communication skills, customer focus, organization, attention to detail, and problem-solving ability.
• Ability to manage multiple projects in a fast-paced, team-oriented environment.
• Strong interpersonal and analytical skills, including the ability to research information and explain complex topics clearly.
• Proficiency with Microsoft Word, Excel, PowerPoint, CRM applications, and internal training resources.

Nice to have

• Series 66 license.
• 5+ years of experience as a Client Service Associate or in a similar role.
• Bachelor’s degree, preferably in Business, Accounting, or Finance.
• Experience working with Financial Advisors, Branch, and Home Office support teams.
• Additional financial services certifications or designations.

Culture & Benefits

• Collaborative, team-oriented environment focused on client service and continuous improvement.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Access to training, internal resources, and self-service support tools.

Hiring process

• Applicants are contacted directly only from an @lplfinancial.com email address.
• LPL does not conduct interviews online or in chatroom forums and does not request payments or bank and credit card information during interviews.