Client Service Associate (Financial Services)

Location: San Jose, California, United States. Hybrid arrangement with at least four days per week in the office and flexibility to work from home one day per week.

Base salary: $62,600–$86,000 per year, with potential variable compensation and benefits.

Company

hirify.global is a diversified financial services firm providing financial planning, asset management, insurance, and advisory services to individual, business, and institutional clients.

What you will do

• Support advisors with client servicing, financial plan preparation, investment research, trades, and transactions.
• Schedule and confirm client meetings, prepare agendas and summaries, update contact management data, and coordinate follow-up.
• Prepare new business forms and documentation, obtain signatures, track insurance applications, and coordinate rollovers.
• Coordinate marketing events, including compliance documentation and reimbursement management.
• Provide administrative and reception support, including phone coverage, expense reports, client correspondence, and file management.

Requirements

• Associate degree or equivalent.
• 3–5 years of relevant experience, including experience in a client service environment.
• Strong attention to detail, mathematical and analytical skills, organization, and time management.
• Ability to manage multiple priorities independently and work effectively with teams and stakeholders.
• Strong computer and software skills.
• Valid United States work authorization is required without current or future visa sponsorship needs.

Nice to have

• Bachelor’s degree or equivalent.

Culture & Benefits

• In-person collaboration is central to the client-focused, relationship-based working environment.
• Training, mentoring, and licensing support are available for career development.
• Benefits include vacation and sick time, 401(k), and health, dental, and life insurance.
• Additional in-office expectations may apply depending on the role.