Registered Client Service Associate (Financial Services)

Location: Hingham, Massachusetts, United States; hybrid, with at least four days per week in the office and one day per week working from home.

Base salary: $64,100–$88,100 per year, with potential variable compensation through bonuses, commissions, and/or long-term incentives.

Company

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

What you will do

• Support financial advisors in servicing clients by preparing financial plans, conducting investment research, and completing trades and transactions.
• Coordinate client meetings, including scheduling, confirmations, agendas, meeting summaries, contact-manager updates, client escorting, and follow-up.
• Prepare new business paperwork, obtain signatures, submit documentation to the home office, track insurance applications, and coordinate rollovers.
• Coordinate marketing events, including marketing compliance documentation and event marketing reimbursement.
• Perform administrative duties such as phone support, expense reports, client correspondence, file setup, closing support, and new-business alerts.

Requirements

• Bachelor’s degree or equivalent.
• 3–5 years of relevant experience.
• Series 7 license, or ability to obtain it within 150 days.
• State securities agent registration through Series 63 or Series 66, or ability to obtain it within 150 days.
• State IAR registration through Series 65 or Series 66, or ability to obtain it within 150 days.
• Life, Accident, and Health licenses and Variable Contracts license, or ability to obtain them within 150 days.
• Experience working in a client service environment.
• Detail orientation, strong mathematical and analytical skills, and good organization and time-management skills.
• Ability to manage multiple priorities, work independently with minimal supervision, communicate across organizational levels, follow processes, work with a team, and use computer software effectively.

Culture & Benefits

• Client-centric, relationship-based environment with a strong focus on in-person collaboration.
• Vacation time, sick time, 401(k), and health, dental, and life insurance benefits.
• Pay-for-performance compensation philosophy with potential bonus, commission, and long-term incentive eligibility.
• Inclusive and accessible recruitment process with reasonable accommodation support.

Hiring process

• Specific in-office expectations and role requirements are discussed during the hiring process.
• Applicants must already have United States work authorization that does not now or in the future require visa sponsorship.