Client Relationship Associate (Wealth Management)

TL;DR

Client Relationship Associate (Wealth Management): Serving as the initial point of contact for retail customers by managing inbound call volume and supporting brokerage account servicing with an accent on financial compliance and client satisfaction. Focus on obtaining FINRA licensure and developing foundational expertise in retirement and income planning.

Location: Must be based in Boston, MA (Onsite, 5 days per week)

Salary: $70,000–$80,000 USD

Company

hirify.global is a leading financial services company committed to helping individuals and communities reach a better financial future through bold action and inclusive culture.

What you will do

• Manage 30+ inbound retail client calls daily and handle associated service requests.
• Assist with account set-up, documentation, and basic financial transactions.
• Support financial advisors with scheduling and follow-up tasks.
• Prepare for and obtain required FINRA licenses (SIE, Series 7, 63, 65/66).
• Learn financial services basics and adhere to fiduciary standards.

Requirements

• Must be able to work onsite 5 days per week in Boston, MA.
• Bachelor’s degree in finance/business or 1-3 years of relevant financial services experience.
• Commitment to obtaining FINRA licenses within specified timeframes.
• Strong communication skills and a customer-focused mindset.
• Ability to analyze data and solve problems effectively.

Culture & Benefits

• Comprehensive health, dental, vision, and life insurance plans.
• 401(k) savings plan with up to 6% company match.
• Employer-paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250 per year.
• 20 days of paid time off plus nine company holidays and volunteer time.