Registered Client Service Associate (Cottonwood Heights, UT)

Location: Cottonwood Heights, Utah, United States; resident onsite role with less than 25% travel.

Company

hirify.global is a financial services firm providing investment and wealth management services.

What you will do

• Serve as the first point of contact for high-volume client interactions, including inquiries, quotes, meeting scheduling, phone, in-person, virtual, and mailing communications.
• Support financial advisors and branch staff independently and collaboratively in a fast-paced environment.
• Onboard clients, open accounts, research client and security information, and maintain documentation in line with firm and industry requirements.
• Process and monitor asset transfers, available cash, corporate actions, and client account alerts.
• Prepare reports, spreadsheets, and meeting materials; input orders and rebalance portfolios on behalf of financial advisors.
• Maintain CRM records and files, support seminars and client-facing events, and complete training and professional development activities.

Requirements

• High School Diploma or equivalent.
• One or more years of securities industry or related work experience preferred, or an equivalent combination of experience, education, and training approved by Human Resources.
• SIE required unless an exemption or grandfathering provision applies.
• Series 7 required.
• Series 63, 65, and/or 66 as required by the state.
• Knowledge of managed account platforms, investment concepts and procedures, financial markets, products, securities-industry regulations, and trading terminology.
• Experience with CRM or contact management software, goal-planning software, Excel, spreadsheets, databases, and standard office equipment.
• Ability to analyze account information, process transaction information, manage changing priorities, resolve issues, and communicate effectively across organizational levels.
• Ability to provide calm, professional customer service and work independently and as part of a team.

Culture & Benefits

• People-first culture focused on client-first service, integrity, independence, and a conservative long-term view.
• Guiding behaviors include developing, collaborating, deciding, delivering, and improving.
• Benefits may include medical, dental, vision, life, critical illness, accident, disability, retirement savings, paid time off, holidays, sick leave, and parental leave.
• Professional development, training, and cross-training opportunities are available.
• Equal opportunity workplace that values diverse backgrounds and authentic participation.