Client Service Administrator (Finance)

TL;DR

Client Service Administrator (Finance): Preparing and processing client applications and paperwork to implement financial recommendations with an accent on regulatory compliance and accuracy. Focus on managing brokerage transactions, tracking insurance underwriting, and coordinating with advisory teams to ensure efficient client onboarding.

Location: Must be aligned with Central Standard Time (CST)

Salary: $60,000 - $70,000/year

Company

hirify.global is a financial services organization providing investment and insurance solutions.

What you will do

• Prepare applications for brokerage accounts, insurance policies, mutual funds, and annuities.
• Track insurance applications through the underwriting process and monitor pending recommendation implementations.
• Process brokerage transactions and prepare client paperwork for money movement and account services.
• Follow up with clients to ensure completion of required paperwork and applications.
• Maintain and adapt team procedures for processing transactions according to company efficiencies.
• Serve as the primary point of contact to resolve processing issues with the home office.

Requirements

• Series 7/66 licensing is required.
• State Life and Health insurance licensing is required.
• Experience working with financial advisors on implementation.
• Proficiency in Microsoft Word, Excel, Outlook, Salesforce, and DocuSign.
• Ability to maintain the integrity of sensitive and confidential information.
• Must be able to undergo a background check and fingerprinting for FINRA registration.

Culture & Benefits

• Paid Time Off (80 hours) and Volunteer Time Off (20 hours) in the first year.
• Simple IRA plan with employer match.
• Health insurance plan premium reimbursement.
• Collaborative environment focused on high-volume, fast-paced client service.