Senior Registered Client Service Associate (Financial Services)

Location: Las Vegas, Nevada, United States; resident workstyle.

Salary: $55,000–$77,500 per year.

Company

hirify.global is a financial services firm with more than 60 years of industry history, focused on client service and investment advisory support.

What you will do

• Serve as a first point of contact for prospective and existing clients, handling inquiries, quotes, meeting scheduling, phone, in-person, virtual, and mailing interactions.
• Support financial advisors with client onboarding, account opening, liquidity events, private placement monitoring, alternative investments, foreign accounts, and client documentation.
• Execute or support discretionary and non-discretionary trading, model maintenance, performance tracking, and unsolicited client orders at the direction of the Financial Advisor.
• Create reports, manage advisor expense budgets, track practice performance metrics, and implement operational improvements.
• Support marketing activities, seminars, mailings, and other client-facing events while maintaining current firm and industry-required information.
• Mentor junior team members, manage workflow, participate in training, and improve team operational efficiency.

Requirements

• High school diploma or equivalent and five years of financial services industry experience, or an equivalent combination of experience, education, and training approved by Human Resources.
• SIE and Series 7 are required unless an exemption or grandfathering provision applies.
• Series 63, 65, and/or 66 as required by the state, with the ability to obtain additional securities and advisory state registrations if required.
• Knowledge of managed account platforms, advanced investment concepts, securities-industry practices, financial markets, products, regulations, and trading terminology.
• Experience with CRM or contact management software, goal-planning software, Excel, spreadsheets, reporting, databases, and standard office applications.
• Ability to analyze and research account information, use mathematics for account and transaction processing, and resolve errors, questions, and concerns.
• Ability to organize and track multiple detailed assignments, manage changing priorities and deadlines, identify time-sensitive items, and follow up proactively.
• Effective written and oral communication with clients and organizational levels across in-person, virtual, phone, and mail channels.
• Ability to work independently and collaboratively, handle stressful situations professionally, provide high-level customer service, and solve problems in a fast-paced environment.

Culture & Benefits

• Guiding behaviors include developing, collaborating, deciding, delivering, and improving, with a client-first, integrity-focused, independent, and long-term approach.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid vacation, holidays, sick leave, and parental leave.
• Professional development, training, cross-training, and educational opportunities are available.
• The position involves less than 25% travel.
• People-first culture values diverse backgrounds, authentic participation, accountability, and continuous improvement.