Client Associate (Financial Services)

TL;DR

Client Associate (Financial Services): Providing professional client service and administrative support for financial professionals with an accent on account maintenance and regulatory compliance. Focus on optimizing the client experience, managing fund transfers, and assisting in the creation of comprehensive financial plans.

Location: Onsite in Gillette, WY

Company

hirify.global is an independent, employee-owned financial services firm with a 90-year history of integrity and ethical business standards.

What you will do

• Manage client requests and account maintenance while adhering to regulatory requirements.
• Process account documents and solve complex issues related to client transactions and suspicious activity.
• Assist in the development of comprehensive financial plans for current and prospective clients.
• Facilitate the transfer of client funds and securities and handle check issuances.
• Implement periodic client mailings, communications, and events.
• Provide general administrative support, including correspondence, appointment scheduling, and filing.

Requirements

• High school diploma or comparable work experience (post-secondary education preferred).
• Proficiency in Microsoft Word, Excel, and Outlook.
• Strong written and verbal communication skills for building client relationships.
• High attention to detail and ability to perform semi-advanced math.
• Ability to manage multiple competing priorities in a deadline-oriented environment.
• Must be located in or able to work onsite in Gillette, WY

Nice to have

• Interest in completing the Securities Industry Essentials (SIE), Series 7, and Series 66 (or 63/65) exams.

Culture & Benefits

• Comprehensive Medical, Dental, and Vision insurance.
• Company 401(k) and ESOP contributions.
• Generous sick, vacation, and maternity/parental leave, plus paid holidays.
• Tuition reimbursement with a $15,000 lifetime cap.
• Professional development opportunities and charitable gift-matching programs.
• Discounted personal insurance for home, auto, and recreational vehicles.