Senior Registered Virtual Client Service Associate (Fintech)

Location: Remote Ohio - United States

Salary: $55,000.00–$87,360.00 per year (total compensation may also include bonuses or commissions)

Company

hirify.global is a financial services firm guided by client-first values, integrity, and a conservative, long-term view.

What you will do

• Communicate with assigned advisors daily to ensure their support needs are met.
• Manage client account maintenance: opening/maintaining accounts, submitting forms, money movement, monitoring transactions and transfers.
• Deliver client support including meeting preparation, running reports, meeting follow-up, and special outreach projects.
• Research complex client situations and coordinate with home office departments for timely resolution.
• Coordinate/oversee new client account transitions and onboarding with other functional areas.
• Assist prospective clients with consultation and education regarding the hirify.global and Associates platform.

Requirements

• Associate's degree and five (5) years of licensed financial services industry service experience, or an equivalent combination of experience, education, and/or training approved by Human Resources.
• SIE required (unless exempt or grandfathered).
• Series 7 required.
• Series 63, 65 and/or 66 as required by state.
• Ability to obtain additional securities and advisory state registrations if required by state.
• Financial industry experience and knowledge of general office practices.
• Proficient use of the Microsoft suite with advanced Excel knowledge; able to analyze account information.
• Strong communication skills (oral and written) across phone, email, in-person, and virtual platforms.
• Ability to organize and track multiple detailed tasks with changing priorities in a fast-paced environment and work independently.

Nice to have

• Branch experience preferred.

Culture & Benefits

• Benefits may include medical, dental, and vision; life, critical illness, and accident insurance; disability benefits; retirement savings; paid time off; and parental leave.
• Ongoing training and education to ensure efficient use of technology and firm resources.
• People-first culture valuing uniqueness, experiences, and backgrounds; equal opportunity employer.
• Five guiding behaviors: Develop, Collaborate, Decide, Deliver, Improve.