Client Service Associate - Kingsport, TN (Fintech)

Location: Full-time in-office role in Kingsport, Tennessee, United States.

Salary: $25.85–$43.08 per hour.

Company

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

What you will do

• Communicate directly with financial advisors and clients, own inquiries through resolution, and build client relationships.
• Handle account activities including new accounts, cash management, transfers, account maintenance, trade orders, distributions, RMDs, and tax forms.
• Research complex situations, set expectations, define resolutions, and coordinate with internal departments.
• Manage operational reports, pending settlements, debits, periodic distributions, and assigned projects such as linking annuities.
• Educate clients and advisors on eSignature, paperless statements, Account View, and other account technologies.
• Answer phones, schedule appointments, prepare meeting materials, maintain CRM records, and complete expense reports when requested.

Requirements

• At least 1 year of financial industry experience, preferably in wealth management.
• Strong client service background and excellent oral and written communication skills.
• Strong attention to detail, organizational skills, and time management with the ability to manage multiple projects and deadlines.
• Ability to explain complex information clearly and simply and build relationships with clients, coworkers, and internal or external partners.
• Strong analytical and problem-solving skills.
• Self-motivated, driven, proactive, and able to take initiative.
• Experience with Microsoft Outlook, Word, and Excel.

Nice to have

• Desire to obtain industry licenses such as SIE, Series 7, and Series 66.

Culture & Benefits

• Collaborative, team-oriented environment focused on exceptional client experiences and continuous improvement.
• Values include integrity, creativity, initiative, shared success, and helping clients achieve their goals.
• Benefits include 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.

Hiring process

• Applicants must log in or create an account to apply.
• LPL communicates with applicants directly from an @lplfinancial.com email address and does not conduct online or chatroom interviews.