Securities Client Service Administrator (Financial Services)

Location: Full-time in-person position in either the Gastonia or Hickory, North Carolina office; the listed locations also include Charlotte, North Carolina.

Salary: $60,000–$80,000 annually, dependent on active licensure and experience.

Company

hirify.global provides financial services, while the position is employed by Your Journey Financial Advisors and supports its brokerage and advisory operations.

What you will do

• Facilitate brokerage account openings, onboarding, transfers, and servicing transactions while maintaining complete and compliant documentation.
• Support distributions, deposits, stock gifts, retirement account transactions, beneficiary and ownership changes, and asset movement requests.
• Prepare advisor and client appointments and serve as the primary contact for operational inquiries and service updates.
• Resolve account issues with advisors, clients, custodians, and home office teams.
• Monitor workflows, maintain records, and support compliance, audit, documentation, and business continuity requirements.
• Identify process improvements, document best practices, support training, and improve the advisor and client experience.

Requirements

• Must hold FINRA Series 7 and 66 licenses, or the Series 7, 63, and 65 combination, and maintain registration in all states where support is provided.
• At least 3 years of experience in brokerage, wealth management, RIA, or financial services operations.
• Strong knowledge of brokerage account servicing, investment operations, and advisory account structures.
• Ability to manage multiple priorities, meet deadlines, and maintain accuracy and attention to detail.
• Strong technical aptitude with business systems, technology platforms, and operational tools.
• Excellent written and verbal communication skills with a client-focused approach to service, responsiveness, and problem-solving.

Nice to have

• Experience with Envestnet, brokerage trading platforms, and related technology solutions.
• Experience supporting financial advisors and high-net-worth clients.
• Familiarity with hirify.global operational systems, processes, and service models.

Culture & Benefits

• Full-time, in-person work from the Gastonia or Hickory office.
• Health insurance, 401(k) with match, paid time off, holiday pay, and annual bonus eligibility.
• All persons with securities registrations must follow TIMI’s Outside Securities Accounts Policy and maintain outside brokerage accounts with designated firms.
• Employment is subject to background verification; fingerprints are required for the FINRA registration process and FBI review.
• Equal employment opportunity and reasonable accommodation are provided in accordance with applicable law.