Registered Client Service Associate (Finance)

Location: Charleston, South Carolina, United States. Workstyle: Resident; travel is less than 25%.

Company

hirify.global is a financial services firm with more than 60 years of history, focused on client service, integrity, independence, and long-term decision-making.

What you will do

• Serve as the first point of contact for high-volume client inquiries, quotes, meeting scheduling, and communications by phone, email, mail, in person, and virtually.
• Support financial advisors and branch staff, onboard clients, open accounts, and research client and security information.
• Maintain current client documentation, process asset transfers, monitor cash awaiting investment, and respond to corporate actions and account alerts.
• Prepare financial reports, spreadsheets, and meeting materials; input orders and rebalance portfolios on behalf of financial advisors.
• Create CRM records, support seminars and client-facing events, and complete ongoing training and professional development.

Requirements

• High school diploma or equivalent required.
• 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.
• Knowledge of investment concepts, financial markets, securities products, trading terminology, industry regulations, managed account platforms, and general office procedures.
• Experience with CRM or contact management software, goal planning software, Excel, spreadsheets, databases, and standard office equipment.
• Ability to analyze account information, research problems, process transaction information, and use mathematics for account and transaction processing.
• Ability to organize and track multiple detailed assignments, manage changing priorities and deadlines, follow up proactively, resolve errors and concerns, and work independently and collaboratively.
• Effective written and verbal communication and a calm, professional approach to stressful situations and customer service.
• SIE required unless an exemption or grandfathering provision applies. Series 7 required; Series 63, 65, and/or 66 required as determined by the state.

Culture & Benefits

• People-first culture centered on 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, cross-training, and educational opportunities are available.
• Equal opportunity employment with respect for associates’ diverse backgrounds and experiences.