Sr. Client Service Associate (Financial Services)

Location: Rockville, Maryland, United States; onsite

Pay range: $33.33–$55.51 per hour

Company

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

What you will do

• Serve as the primary client contact, provide service, and resolve issues promptly.
• Support account maintenance, money movement requests, onboarding, and client documentation while ensuring regulatory compliance.
• Process transactions and trade requests, maintain account records, and monitor alerts.
• Partner with advisors on financial plans, client meeting materials, and ongoing client support.
• Maintain compliance with firm policies, regulatory requirements, audits, and risk management procedures.
• Support business growth through client engagement, marketing initiatives, event coordination, and administrative operations.

Requirements

• Active Series 7 and Series 66 licenses, or equivalent licenses.
• 7+ years of financial services experience, preferably in a client support or advisor support role.
• Strong knowledge of financial products and services, including trade execution and discussing investment recommendations within compliance guidelines.
• Exceptional client service, communication, organization, problem-solving, and relationship management skills.
• Proficiency with Microsoft Office and financial CRM platforms, along with a high degree of professionalism and attention to detail.

Nice to have

• Bachelor’s degree in finance, business, or accounting.

Culture & Benefits

• Collaborative, team-oriented environment focused on exceptional client experiences.
• Culture emphasizing integrity, creativity, continuous improvement, and shared success.
• 401(k) matching, health benefits, employee stock options, paid time off, and volunteer time off.
• Resources and flexibility to support professional impact and career development.